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BROGAN FINANCIAL, INC.: UNH position timeline

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

BROGAN FINANCIAL, INC. held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -819 shares

    13F-HR 0001085146-25-004712 filed by BROGAN FINANCIAL, INC.
    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 ended2025-03-31
    13F 819 shares
    Change vs previous 13F +27 shares

    0.21% of the 13F portfolio, value $428,690.

    13F-HR 0001085146-25-002604 filed by BROGAN FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 792 shares
    Change vs previous 13F +53 shares

    0.2% of the 13F portfolio, value $400,874.

    13F-HR 0001085146-25-001266 filed by BROGAN FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 739 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $432,129.

    13F-HR 0001994220-24-000026 filed by BROGAN FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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