Skip to content

Cornerstone Advisors, LLC: UNH position timeline

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

Cornerstone Advisors, LLC held 29,599 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,599 shares
    Change vs previous 13F +29,599 shares

    0.41% of the 13F portfolio, value $12,302,232.

    13F-HR 0001398344-26-013809 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -65,703 shares

    13F-HR 0001398344-26-003109 filed by Cornerstone Advisors, 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.

  3. period ended2025-09-30
    13F 65,703 shares
    Change vs previous 13F -1,300 shares

    0.75% of the 13F portfolio, value $22,687,246.

    13F-HR 0001398344-25-020535 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 67,003 shares
    Change vs previous 13F +23,900 shares

    0.72% of the 13F portfolio, value $20,902,926.

    13F-HR 0001398344-25-014846 filed by Cornerstone Advisors, 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 43,103 shares
    Change vs previous 13F -7,600 shares

    0.97% of the 13F portfolio, value $22,575,196.

    13F-HR 0001398344-25-009115 filed by Cornerstone Advisors, 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 50,703 shares
    Change vs previous 13F +300 shares

    1.02% of the 13F portfolio, value $25,648,620.

    13F-HR 0001398344-25-002231 filed by Cornerstone Advisors, 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 50,403 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $29,469,626.

    13F-HR 0001398344-24-020355 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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