Skip to content
Disclosery

Breakwater Capital Group: UNH position timeline

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

Breakwater Capital Group held 2,229 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,229 shares
    Change vs previous 13F +284 shares

    0.1% of the 13F portfolio, value $818,221.

    13F-HR 0001085146-26-000831 filed by Breakwater Capital Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,945 shares
    Change vs previous 13F -467 shares

    0.1% of the 13F portfolio, value $808,400.

    13F-HR 0001964309-26-000003 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,412 shares
    Change vs previous 13F +464 shares

    0.09% of the 13F portfolio, value $652,663.

    13F-HR 0001964309-26-000002 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,948 shares
    Change vs previous 13F -3 shares

    0.09% of the 13F portfolio, value $643,054.

    13F-HR 0001964309-26-000001 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,951 shares
    Change vs previous 13F -402 shares

    0.1% of the 13F portfolio, value $673,680.

    13F-HR 0001964309-25-000004 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,353 shares
    Change vs previous 13F -537 shares

    0.12% of the 13F portfolio, value $734,065.

    13F-HR 0001085146-25-003623 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,890 shares
    Change vs previous 13F +440 shares

    0.27% of the 13F portfolio, value $1,513,638.

    13F-HR 0001085146-25-002021 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,450 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,239,357.

    13F-HR 0001085146-25-000156 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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