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Disclosery

BURR FINANCIAL SERVICES, LLC: UNH position timeline

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

BURR FINANCIAL SERVICES, LLC held 0 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,365 shares

    13F-HR 0002085853-26-000347 filed by BURR FINANCIAL SERVICES, LLC
    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 ended2025-12-31
    13F 1,365 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $450,600.

    13F-HR 0002085853-26-000181 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,365 shares
    Change vs previous 13F +425 shares

    0.35% of the 13F portfolio, value $471,335.

    13F-HR 0002085853-25-000116 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 940 shares
    Change vs previous 13F +420 shares

    0.25% of the 13F portfolio, value $293,252.

    13F-HR 0001667731-25-000750 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 520 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $272,350.

    13F-HR 0001667731-25-000387 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 520 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $263,047.

    13F-HR 0001667731-25-000050 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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