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Cascadia Advisory Services, LLC: UNH position timeline

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

Cascadia Advisory Services, LLC held 8,563 UNH shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 8,563 shares
    Change vs previous 13F +82 shares

    0.68% of the 13F portfolio, value $3,346,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 8,481 shares
    Change vs previous 13F -105 shares

    0.73% of the 13F portfolio, value $3,396,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 8,586 shares
    Change vs previous 13F +323 shares

    0.71% of the 13F portfolio, value $3,195,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 8,263 shares
    Change vs previous 13F -341 shares

    0.72% of the 13F portfolio, value $2,576,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 8,604 shares
    Change vs previous 13F +552 shares

    0.78% of the 13F portfolio, value $2,538,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 8,052 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,367,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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