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Capital Planning Advisors, LLC: UNH position timeline

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

Capital Planning Advisors, LLC held 4,326 UNH shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,326 shares
    Change vs previous 13F -251 shares

    0.17% of the 13F portfolio, value $1,170,572.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,577 shares
    Change vs previous 13F -321 shares

    0.2% of the 13F portfolio, value $1,510,913.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, 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 4,898 shares
    Change vs previous 13F +126 shares

    0.23% of the 13F portfolio, value $1,691,279.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, 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 4,772 shares
    Change vs previous 13F -8,568 shares

    0.22% of the 13F portfolio, value $1,488,721.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, 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 13,340 shares
    Change vs previous 13F -175 shares

    1.08% of the 13F portfolio, value $6,986,824.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, 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 13,515 shares
    Change vs previous 13F +779 shares

    1.06% of the 13F portfolio, value $6,836,697.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    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 12,736 shares
    Change vs previous 13F +87 shares

    1.12% of the 13F portfolio, value $7,446,484.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 12,649 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $6,441,629.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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