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Disclosery

Curi Capital, LLC: UNH position timeline

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

Curi Capital, LLC held 12,452 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,452 shares
    Change vs previous 13F +4,406 shares

    0.08% of the 13F portfolio, value $5,175,414.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 8,046 shares
    Change vs previous 13F +452 shares

    0.04% of the 13F portfolio, value $2,177,119.

    13F-HR 0001172661-26-002229 filed by Curi Capital, LLC
    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 7,594 shares
    Change vs previous 13F -316 shares

    0.04% of the 13F portfolio, value $2,507,027.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 7,910 shares
    Change vs previous 13F -155 shares

    0.05% of the 13F portfolio, value $2,731,514.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 8,065 shares
    Change vs previous 13F -70,183 shares

    0.05% of the 13F portfolio, value $2,515,968.

    13F-HR 0001172661-25-003361 filed by Curi Capital, LLC
    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 78,248 shares
    Change vs previous 13F -10,719 shares

    1.01% of the 13F portfolio, value $40,982,155.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 88,967 shares
    Change vs previous 13F +1,941 shares

    1.04% of the 13F portfolio, value $45,005,230.

    13F-HR 0001172661-25-000749 filed by Curi Capital, 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 87,026 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $50,882,471.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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