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Bragg Financial Advisors, Inc: UNH position timeline

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

Bragg Financial Advisors, Inc held 33,058 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 33,058 shares
    Change vs previous 13F -87 shares

    0.37% of the 13F portfolio, value $13,739,962.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    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 33,145 shares
    Change vs previous 13F +2,017 shares

    0.28% of the 13F portfolio, value $8,968,748.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    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 31,128 shares
    Change vs previous 13F +729 shares

    0.33% of the 13F portfolio, value $10,275,665.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    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 30,399 shares
    Change vs previous 13F -1,024 shares

    0.35% of the 13F portfolio, value $10,496,775.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    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 31,423 shares
    Change vs previous 13F +521 shares

    0.35% of the 13F portfolio, value $9,803,034.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    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 30,902 shares
    Change vs previous 13F -130 shares

    0.67% of the 13F portfolio, value $16,184,923.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    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 31,032 shares
    Change vs previous 13F -1,262 shares

    0.64% of the 13F portfolio, value $15,697,848.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    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 32,294 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $18,881,656.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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