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Disclosery

Cooper Financial Group: UNH position timeline

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

Cooper Financial Group held 4,706 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,706 shares
    Change vs previous 13F +247 shares

    0.14% of the 13F portfolio, value $1,727,602.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,459 shares
    Change vs previous 13F +420 shares

    0.15% of the 13F portfolio, value $1,853,450.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,039 shares
    Change vs previous 13F -299 shares

    0.11% of the 13F portfolio, value $1,092,844.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,338 shares
    Change vs previous 13F +30 shares

    0.15% of the 13F portfolio, value $1,432,080.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,308 shares
    Change vs previous 13F +119 shares

    0.16% of the 13F portfolio, value $1,487,574.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,189 shares
    Change vs previous 13F -682 shares

    0.15% of the 13F portfolio, value $1,306,944.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,871 shares
    Change vs previous 13F +628 shares

    0.34% of the 13F portfolio, value $2,551,144.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,243 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,146,132.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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