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Disclosery

Brown Financial Advisors: UNH position timeline

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

Brown Financial Advisors held 5,774 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,774 shares
    Change vs previous 13F -1,134 shares

    0.84% of the 13F portfolio, value $2,399,848.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 6,908 shares
    Change vs previous 13F +511 shares

    0.71% of the 13F portfolio, value $1,869,236.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 6,397 shares
    Change vs previous 13F -137 shares

    0.77% of the 13F portfolio, value $2,111,714.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 6,534 shares
    Change vs previous 13F +196 shares

    0.83% of the 13F portfolio, value $2,256,190.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 6,338 shares
    Change vs previous 13F +638 shares

    0.77% of the 13F portfolio, value $1,977,266.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 5,700 shares
    Change vs previous 13F +1,012 shares

    1.23% of the 13F portfolio, value $2,985,375.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 4,688 shares
    Change vs previous 13F -54 shares

    0.95% of the 13F portfolio, value $2,371,472.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 4,742 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,772,553.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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