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Disclosery

BG Investment Services, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BG Investment Services, LLC on UNH, newest first. How the timeline and the estimate are built.

BG Investment Services, LLC held 1,236 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,236 shares
    Change vs previous 13F -101 shares

    0.37% of the 13F portfolio, value $513,652.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,337 shares
    Change vs previous 13F -31 shares

    0.3% of the 13F portfolio, value $361,794.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,368 shares
    Change vs previous 13F -324 shares

    0.4% of the 13F portfolio, value $451,544.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,692 shares
    Change vs previous 13F +186 shares

    0.58% of the 13F portfolio, value $584,314.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,506 shares
    Change vs previous 13F -28 shares

    0.58% of the 13F portfolio, value $467,875.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,534 shares
    Change vs previous 13F -54 shares

    0.87% of the 13F portfolio, value $803,181.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,588 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $803,524.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).