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Disclosery

CX Institutional: UNH position timeline

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

CX Institutional held 29,294 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,294 shares
    Change vs previous 13F -435 shares

    0.29% of the 13F portfolio, value $10,753,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,729 shares
    Change vs previous 13F +535 shares

    0.36% of the 13F portfolio, value $12,356,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,194 shares
    Change vs previous 13F +22,649 shares

    0.24% of the 13F portfolio, value $7,900,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,545 shares
    Change vs previous 13F -664 shares

    0.06% of the 13F portfolio, value $2,161,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,209 shares
    Change vs previous 13F -13,196 shares

    0.08% of the 13F portfolio, value $2,489,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 20,405 shares
    Change vs previous 13F +3,840 shares

    0.22% of the 13F portfolio, value $6,366,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,565 shares
    Change vs previous 13F +5,712 shares

    0.33% of the 13F portfolio, value $8,676,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,853 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,490,447.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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