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Disclosery

Carrera Capital Advisors: UNH position timeline

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

Carrera Capital Advisors held 576 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 576 shares
    Change vs previous 13F +576 shares

    0.04% of the 13F portfolio, value $239,400.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -471 shares

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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.

  3. period ended2025-03-31
    13F 471 shares
    Change vs previous 13F -82 shares

    0.05% of the 13F portfolio, value $246,859.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 553 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $279,809.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 506 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $295,958.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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