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Disclosery

BOSTON FAMILY OFFICE LLC: UNH position timeline

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

BOSTON FAMILY OFFICE LLC held 4,891 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,891 shares
    Change vs previous 13F -710 shares

    0.12% of the 13F portfolio, value $2,033,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE 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 5,601 shares
    Change vs previous 13F -724 shares

    0.1% of the 13F portfolio, value $1,516,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE 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 6,325 shares
    Change vs previous 13F -150 shares

    0.13% of the 13F portfolio, value $2,088,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE 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 6,475 shares
    Change vs previous 13F +307 shares

    0.14% of the 13F portfolio, value $2,236,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE 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 6,168 shares
    Change vs previous 13F +363 shares

    0.13% of the 13F portfolio, value $1,924,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE 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 5,805 shares
    Change vs previous 13F +647 shares

    0.22% of the 13F portfolio, value $3,040,000.

    13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE 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 5,158 shares
    Change vs previous 13F -33 shares

    0.18% of the 13F portfolio, value $2,609,000.

    13F-HR 0001039807-25-000002 filed by BOSTON FAMILY OFFICE 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 5,191 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,035,000.

    13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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