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Disclosery

Compound Planning, Inc.: UNH position timeline

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

Compound Planning, Inc. held 13,585 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,585 shares
    Change vs previous 13F +5,675 shares

    0.15% of the 13F portfolio, value $5,646,326.

    13F-HR 0001978879-26-000005 filed by Compound Planning, 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 7,910 shares
    Change vs previous 13F -1,834 shares

    0.07% of the 13F portfolio, value $2,140,211.

    13F-HR 0001978879-26-000003 filed by Compound Planning, 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 9,744 shares
    Change vs previous 13F +927 shares

    0.1% of the 13F portfolio, value $3,216,640.

    13F-HR 0001172661-26-001315 filed by Compound Planning, 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 8,817 shares
    Change vs previous 13F +1,706 shares

    0.1% of the 13F portfolio, value $3,044,575.

    13F-HR 0001172661-25-004675 filed by Compound Planning, 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 7,111 shares
    Change vs previous 13F -161 shares

    0.08% of the 13F portfolio, value $2,218,551.

    13F-HR 0001172661-25-003416 filed by Compound Planning, 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 7,272 shares
    Change vs previous 13F +25 shares

    0.17% of the 13F portfolio, value $3,808,833.

    13F-HR 0001172661-25-001834 filed by Compound Planning, 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 7,247 shares
    Change vs previous 13F +432 shares

    0.19% of the 13F portfolio, value $3,665,769.

    13F-HR 0001214659-25-000858 filed by Compound Planning, 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 6,815 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,984,718.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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