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Chicago Partners Investment Group LLC: UNH position timeline

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

Chicago Partners Investment Group LLC held 7,413 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,413 shares
    Change vs previous 13F +1,932 shares

    0.06% of the 13F portfolio, value $3,139,851.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group LLC
    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 5,481 shares
    Change vs previous 13F -1,319 shares

    0.04% of the 13F portfolio, value $1,937,793.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,800 shares
    Change vs previous 13F -2,204 shares

    0.06% of the 13F portfolio, value $2,422,710.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,004 shares
    Change vs previous 13F +4,398 shares

    0.09% of the 13F portfolio, value $3,311,911.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,606 shares
    Change vs previous 13F +962 shares

    0.04% of the 13F portfolio, value $1,347,191.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,644 shares
    Change vs previous 13F +280 shares

    0.05% of the 13F portfolio, value $1,424,878.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,364 shares
    Change vs previous 13F +292 shares

    0.06% of the 13F portfolio, value $1,764,288.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,072 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,734,355.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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