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Disclosery

Clearstead Advisors, LLC: UNH position timeline

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

Clearstead Advisors, LLC held 13,787 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,787 shares
    Change vs previous 13F -305 shares

    0.05% of the 13F portfolio, value $5,730,126.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 14,092 shares
    Change vs previous 13F -3,250 shares

    0.03% of the 13F portfolio, value $3,813,169.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 17,342 shares
    Change vs previous 13F -134 shares

    0.07% of the 13F portfolio, value $5,724,634.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 17,476 shares
    Change vs previous 13F -952 shares

    0.09% of the 13F portfolio, value $6,034,483.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 18,428 shares
    Change vs previous 13F -3,235 shares

    0.08% of the 13F portfolio, value $5,749,177.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 21,663 shares
    Change vs previous 13F -23,663 shares

    0.18% of the 13F portfolio, value $11,346,264.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 45,326 shares
    Change vs previous 13F -606 shares

    0.35% of the 13F portfolio, value $22,928,383.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 45,932 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $26,855,751.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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