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Disclosery

Brown Shipley& Co Ltd: UNH position timeline

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

Brown Shipley& Co Ltd held 5,544 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 5,544 shares
    Change vs previous 13F +59 shares

    0.98% of the 13F portfolio, value $2,035,092.

    13F-HR 0001912970-26-000004 filed by Brown Shipley& Co Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,485 shares
    Change vs previous 13F -255 shares

    1.18% of the 13F portfolio, value $2,279,731.

    13F-HR 0001912970-26-000003 filed by Brown Shipley& Co Ltd
    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 5,740 shares
    Change vs previous 13F -4,374 shares

    0.93% of the 13F portfolio, value $1,553,187.

    13F-HR 0001912970-26-000002 filed by Brown Shipley& Co Ltd
    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 10,114 shares
    Change vs previous 13F -588 shares

    1.79% of the 13F portfolio, value $3,338,733.

    13F-HR 0001912970-26-000001 filed by Brown Shipley& Co Ltd
    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 10,702 shares
    Change vs previous 13F -459 shares

    1.95% of the 13F portfolio, value $3,695,401.

    13F-HR 0001912970-25-000005 filed by Brown Shipley& Co Ltd
    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 11,161 shares
    Change vs previous 13F -144 shares

    1.92% of the 13F portfolio, value $3,481,897.

    13F-HR 0001912970-25-000004 filed by Brown Shipley& Co Ltd
    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 11,305 shares
    Change vs previous 13F -794 shares

    3.35% of the 13F portfolio, value $5,920,994.

    13F-HR 0001912970-25-000002 filed by Brown Shipley& Co Ltd
    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 12,099 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $6,120,400.

    13F-HR 0001912970-25-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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