Cox Capital Mgt LLC: UNH position timeline

Cox Capital Mgt LLC held 4,605 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 4,605 shares

   Change vs previous 13F +12 shares

   0.95% of the 13F portfolio, value $1,690,464.

   13F-HR 0001748728-26-000004 filed by Cox Capital Mgt LLC
   Accepted 2026-10-07 17:04:49 UTC, ingested 2026-10-07 17:05:30 UTC

2. period ended2026-06-30

   13F 4,593 shares

   Change vs previous 13F -49 shares

   1.06% of the 13F portfolio, value $1,908,975.

   13F-HR 0001748728-26-000003 filed by Cox Capital Mgt LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,642 shares

   Change vs previous 13F +2,297 shares

   0.83% of the 13F portfolio, value $1,256,024.

   13F-HR 0001748728-26-000002 filed by Cox Capital Mgt LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 2,345 shares

   Change vs previous 13F -2,108 shares

   0.49% of the 13F portfolio, value $782,917.

   13F-HR 0001748728-26-000001 filed by Cox Capital Mgt LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 4,453 shares

   Change vs previous 13F +10 shares

   1% of the 13F portfolio, value $1,537,464.

   13F-HR 0001748728-25-000005 filed by Cox Capital Mgt LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 4,443 shares

   Change vs previous 13F -116 shares

   0.95% of the 13F portfolio, value $1,386,189.

   13F-HR 0001748728-25-000003 filed by Cox Capital Mgt LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 4,559 shares

   Change vs previous 13F -3,983 shares

   1.74% of the 13F portfolio, value $2,387,827.

   13F-HR 0001748728-25-000002 filed by Cox Capital Mgt LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 8,542 shares

   Change vs previous 13F not available

   2.77% of the 13F portfolio, value $4,320,993.

   13F-HR 0001748728-25-000001 filed by Cox Capital Mgt LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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