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Disclosery

BURNEY CO/: UNH position timeline

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

BURNEY CO/ held 19,625 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,625 shares
    Change vs previous 13F -930 shares

    0.22% of the 13F portfolio, value $8,156,549.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    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 20,555 shares
    Change vs previous 13F -3,655 shares

    0.17% of the 13F portfolio, value $5,561,974.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    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 24,210 shares
    Change vs previous 13F -161 shares

    0.25% of the 13F portfolio, value $7,991,811.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    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 24,371 shares
    Change vs previous 13F -6,707 shares

    0.27% of the 13F portfolio, value $8,415,460.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    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 31,078 shares
    Change vs previous 13F -6,493 shares

    0.33% of the 13F portfolio, value $9,695,267.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    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 37,571 shares
    Change vs previous 13F -4,461 shares

    0.72% of the 13F portfolio, value $19,677,720.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    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 42,032 shares
    Change vs previous 13F -923 shares

    0.75% of the 13F portfolio, value $21,262,173.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    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 42,955 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $25,114,850.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

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