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Disclosery

Community Financial Services Group, LLC: UNH position timeline

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

Community Financial Services Group, LLC held 219 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $93,412.

    13F-HR 0001537319-26-000003 filed by Community Financial Services 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 219 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $60,002.

    13F-HR 0001537319-26-000002 filed by Community Financial Services 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -14,220 shares

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 14,220 shares
    Change vs previous 13F +305 shares

    0.88% of the 13F portfolio, value $4,436,282.

    13F-HR 0001537319-25-000004 filed by Community Financial Services 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 ended2025-03-31
    13F 13,915 shares
    Change vs previous 13F +978 shares

    1.58% of the 13F portfolio, value $7,288,063.

    13F-HR 0001537319-25-000002 filed by Community Financial Services 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 ended2024-12-31
    13F 12,937 shares
    Change vs previous 13F +634 shares

    1.3% of the 13F portfolio, value $6,544,300.

    13F-HR 0001537319-25-000001 filed by Community Financial Services 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 ended2024-09-30
    13F 12,303 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $7,193,297.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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