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Certified Advisory Corp: UNH position timeline

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

Certified Advisory Corp held 2,078 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,078 shares
    Change vs previous 13F +54 shares

    0.07% of the 13F portfolio, value $863,668.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,024 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $547,807.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,027 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $669,295.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,812 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $625,548.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,738 shares
    Change vs previous 13F -1,924 shares

    0.06% of the 13F portfolio, value $542,204.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,662 shares
    Change vs previous 13F -11 shares

    0.22% of the 13F portfolio, value $1,917,820.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,673 shares
    Change vs previous 13F -83 shares

    0.2% of the 13F portfolio, value $1,857,961.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,756 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,196,188.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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