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Disclosery

Cottage Street Advisors LLC: UNH position timeline

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

Cottage Street Advisors LLC held 651 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 651 shares
    Change vs previous 13F +651 shares

    0.1% of the 13F portfolio, value $270,632.

    13F-HR 0001754960-26-000564 filed by Cottage Street 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -650 shares

    13F-HR 0001754960-26-000278 filed by Cottage Street 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 ended2025-12-31
    13F 650 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $214,572.

    13F-HR 0001754960-26-000117 filed by Cottage Street 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 ended2025-09-30
    13F 650 shares
    Change vs previous 13F +650 shares

    0.1% of the 13F portfolio, value $224,445.

    13F-HR 0001754960-25-000779 filed by Cottage Street 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,010 shares

    13F-HR 0001754960-25-000521 filed by Cottage Street 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.

  6. period ended2025-03-31
    13F 4,010 shares
    Change vs previous 13F -404 shares

    1.05% of the 13F portfolio, value $2,100,238.

    13F-HR 0001754960-25-000231 filed by Cottage Street 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 ended2024-12-31
    13F 4,414 shares
    Change vs previous 13F -572 shares

    1.16% of the 13F portfolio, value $2,232,691.

    13F-HR 0001754960-25-000134 filed by Cottage Street Advisors LLC
    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 4,986 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,915,168.

    13F-HR 0001754960-24-000561 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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