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Disclosery

Copley Financial Group, Inc.: UNH position timeline

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

Copley Financial Group, Inc. held 1,075 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,075 shares
    Change vs previous 13F -533 shares

    0.27% of the 13F portfolio, value $446,802.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, 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 1,608 shares
    Change vs previous 13F -90 shares

    0.26% of the 13F portfolio, value $435,109.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, 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 1,698 shares
    Change vs previous 13F -151 shares

    0.35% of the 13F portfolio, value $560,527.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, 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 1,849 shares
    Change vs previous 13F +485 shares

    0.44% of the 13F portfolio, value $638,460.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, 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 1,364 shares
    Change vs previous 13F +6 shares

    0.32% of the 13F portfolio, value $425,527.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, 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/A 1,358 shares
    Change vs previous 13F +9 shares

    0.54% of the 13F portfolio, value $711,253.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, 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 1,349 shares
    Change vs previous 13F +4 shares

    0.52% of the 13F portfolio, value $682,405.

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, 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 1,345 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $786,395.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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