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Disclosery

Brookwood Investment Group LLC: UNH position timeline

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

Brookwood Investment Group LLC held 1,574 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 1,574 shares
    Change vs previous 13F -30 shares

    0.08% of the 13F portfolio, value $654,126.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 1,604 shares
    Change vs previous 13F -238 shares

    0.06% of the 13F portfolio, value $434,038.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 1,842 shares
    Change vs previous 13F -1,474 shares

    0.07% of the 13F portfolio, value $608,004.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 3,316 shares
    Change vs previous 13F +823 shares

    0.15% of the 13F portfolio, value $1,145,166.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 2,493 shares
    Change vs previous 13F -735 shares

    0.13% of the 13F portfolio, value $777,670.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 3,228 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,690,534.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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