Capital Advisors, Ltd. LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advisors, Ltd. LLC on UNH, newest first. How the timeline and the estimate are built.
Capital Advisors, Ltd. LLC held 1,135 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,135 sharesChange vs previous 13F -356 shares
0.05% of the 13F portfolio, value $472,000.
13F-HR 0001597878-26-000004 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,491 sharesChange vs previous 13F -75 shares
0.05% of the 13F portfolio, value $403,000.
13F-HR 0001597878-26-000002 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,566 sharesChange vs previous 13F +16 shares
0.06% of the 13F portfolio, value $517,000.
13F-HR 0001597878-26-000001 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,550 sharesChange vs previous 13F +71 shares
0.06% of the 13F portfolio, value $535,000.
13F-HR 0001597878-25-000006 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,479 sharesChange vs previous 13F -299 shares
0.06% of the 13F portfolio, value $461,000.
13F-HR 0001597878-25-000003 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,778 sharesChange vs previous 13F -44 shares
0.12% of the 13F portfolio, value $931,000.
13F-HR 0001597878-25-000002 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,822 sharesChange vs previous 13F -17 shares
0.12% of the 13F portfolio, value $922,000.
13F-HR 0001597878-25-000001 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,839 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,075,000.
13F-HR 0001597878-24-000005 filed by Capital Advisors, Ltd. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).