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Bleakley Financial Group, LLC: UNH position timeline

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

Bleakley Financial Group, LLC held 49,683 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 49,683 shares
    Change vs previous 13F +19,277 shares

    0.26% of the 13F portfolio, value $20,649,649.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 30,406 shares
    Change vs previous 13F -11,287 shares

    0.13% of the 13F portfolio, value $8,227,501.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 41,693 shares
    Change vs previous 13F +9,271 shares

    0.24% of the 13F portfolio, value $13,763,202.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 32,422 shares
    Change vs previous 13F +9,736 shares

    0.26% of the 13F portfolio, value $11,195,234.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 22,686 shares
    Change vs previous 13F -144 shares

    0.18% of the 13F portfolio, value $7,077,454.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 22,830 shares
    Change vs previous 13F -1,264 shares

    0.38% of the 13F portfolio, value $11,957,270.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 24,094 shares
    Change vs previous 13F -1,576 shares

    0.37% of the 13F portfolio, value $12,188,333.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 25,670 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $15,008,971.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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