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Disclosery

CAPE ANN SAVINGS BANK: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on UNH, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 0 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -670 shares

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 670 shares
    Change vs previous 13F -1,377 shares

    0.11% of the 13F portfolio, value $221,174.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 2,047 shares
    Change vs previous 13F -1,592 shares

    0.38% of the 13F portfolio, value $706,829.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 3,639 shares
    Change vs previous 13F -283 shares

    0.68% of the 13F portfolio, value $1,135,259.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 3,922 shares
    Change vs previous 13F -110 shares

    1.29% of the 13F portfolio, value $2,054,148.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 4,032 shares
    Change vs previous 13F -363 shares

    1.2% of the 13F portfolio, value $2,039,628.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,395 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,569,669.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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