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COLDSTREAM CAPITAL MANAGEMENT INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLDSTREAM CAPITAL MANAGEMENT INC on UNH, newest first. How the timeline and the estimate are built.

COLDSTREAM CAPITAL MANAGEMENT INC held 35,948 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,948 shares
    Change vs previous 13F +607 shares

    0.19% of the 13F portfolio, value $14,940,699.

    13F-HR 0001082339-26-000007 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 35,341 shares
    Change vs previous 13F +13,921 shares

    0.12% of the 13F portfolio, value $9,562,914.

    13F-HR 0001082339-26-000005 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 21,420 shares
    Change vs previous 13F -1,225 shares

    0.09% of the 13F portfolio, value $7,071,215.

    13F-HR 0001082339-26-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 22,645 shares
    Change vs previous 13F +2,217 shares

    0.11% of the 13F portfolio, value $7,819,262.

    13F-HR 0001082339-25-000008 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 20,428 shares
    Change vs previous 13F -7,019 shares

    0.1% of the 13F portfolio, value $6,372,848.

    13F-HR 0001082339-25-000006 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 27,447 shares
    Change vs previous 13F +65 shares

    0.31% of the 13F portfolio, value $14,375,318.

    13F-HR 0001082339-25-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 27,382 shares
    Change vs previous 13F +660 shares

    0.3% of the 13F portfolio, value $13,851,636.

    13F-HR 0001082339-25-000001 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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/A 26,722 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $15,652,999.

    13F-HR/A 0001082339-24-000009 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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