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Disclosery

Castleview Partners, LLC: UNH position timeline

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

Castleview Partners, LLC held 9,191 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,191 shares
    Change vs previous 13F +303 shares

    1.48% of the 13F portfolio, value $3,373,992.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,888 shares
    Change vs previous 13F -1,083 shares

    1.62% of the 13F portfolio, value $3,694,153.

    13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,971 shares
    Change vs previous 13F +970 shares

    1.38% of the 13F portfolio, value $2,698,053.

    13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,001 shares
    Change vs previous 13F +1,307 shares

    1.47% of the 13F portfolio, value $2,971,320.

    13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,694 shares
    Change vs previous 13F +5,855 shares

    1.44% of the 13F portfolio, value $2,656,738.

    13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,839 shares
    Change vs previous 13F +1,408 shares

    0.37% of the 13F portfolio, value $573,713.

    13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 431 shares
    Change vs previous 13F -364 shares

    0.15% of the 13F portfolio, value $225,736.

    13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 795 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $401,084.

    13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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