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BREAKTHRU ADVISORY SERVICES, LLC: UNH position timeline

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

BREAKTHRU ADVISORY SERVICES, LLC held 0 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -825 shares

    13F-HR 0002055645-26-000004 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 825 shares
    Change vs previous 13F -36 shares

    0.36% of the 13F portfolio, value $223,237.

    13F-HR 0002055645-26-000002 filed by BREAKTHRU ADVISORY 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 861 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $284,225.

    13F-HR 0002055645-26-000001 filed by BREAKTHRU ADVISORY 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 845 shares
    Change vs previous 13F +845 shares

    0.19% of the 13F portfolio, value $291,779.

    13F-HR 0002055645-25-000007 filed by BREAKTHRU ADVISORY 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -811 shares

    13F-HR 0002055645-25-000003 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 811 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $410,252.

    13F-HR 0002055645-25-000002 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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