Skip to content
Disclosery

Comprehensive Financial Consultants Institutional, Inc.: UNH position timeline

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

Comprehensive Financial Consultants Institutional, Inc. held 9,869 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,869 shares
    Change vs previous 13F +9,869 shares

    0.98% of the 13F portfolio, value $3,622,713.

    13F-HR 0001172661-26-004557 filed by Comprehensive Financial Consultants Institutional, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,509 shares

    13F-HR 0001172661-26-001625 filed by Comprehensive Financial Consultants Institutional, Inc.
    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.

  3. period ended2025-12-31
    13F 7,509 shares
    Change vs previous 13F +346 shares

    0.75% of the 13F portfolio, value $2,478,796.

    13F-HR 0001172661-26-000391 filed by Comprehensive Financial Consultants Institutional, 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 7,163 shares
    Change vs previous 13F +327 shares

    0.77% of the 13F portfolio, value $2,473,384.

    13F-HR 0001172661-25-004303 filed by Comprehensive Financial Consultants Institutional, 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 6,836 shares
    Change vs previous 13F +2,540 shares

    0.7% of the 13F portfolio, value $2,132,627.

    13F-HR 0001172661-25-002670 filed by Comprehensive Financial Consultants Institutional, 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 4,296 shares
    Change vs previous 13F +163 shares

    0.8% of the 13F portfolio, value $2,250,031.

    13F-HR 0001172661-25-001994 filed by Comprehensive Financial Consultants Institutional, 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 4,133 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,090,719.

    13F-HR 0001172661-25-000343 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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