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Disclosery

Callan Capital, LLC: UNH position timeline

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

Callan Capital, LLC held 1,592 UNH shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,592 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $833,968.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,770 shares
    Change vs previous 13F -542 shares

    0.07% of the 13F portfolio, value $895,485.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,312 shares
    Change vs previous 13F -699 shares

    0.09% of the 13F portfolio, value $1,351,780.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 3,011 shares
    Change vs previous 13F +1,990 shares

    0.13% of the 13F portfolio, value $1,533,382.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 1,021 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $505,089.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 882 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $464,347.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 833 shares
    Change vs previous 13F +302 shares

    0.04% of the 13F portfolio, value $419,769.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 531 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,296.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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