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Disclosery

D.A. DAVIDSON & CO.: UNH position timeline

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

D.A. DAVIDSON & CO. held 85,018 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,018 shares
    Change vs previous 13F +5,949 shares

    0.2% of the 13F portfolio, value $35,336,440.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 79,069 shares
    Change vs previous 13F -2,683 shares

    0.13% of the 13F portfolio, value $21,395,407.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 81,752 shares
    Change vs previous 13F +6,016 shares

    0.17% of the 13F portfolio, value $26,987,287.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 75,736 shares
    Change vs previous 13F +18,935 shares

    0.17% of the 13F portfolio, value $26,151,767.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 56,801 shares
    Change vs previous 13F +14,315 shares

    0.12% of the 13F portfolio, value $17,720,488.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 42,486 shares
    Change vs previous 13F +695 shares

    0.18% of the 13F portfolio, value $22,252,128.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 41,791 shares
    Change vs previous 13F -2,697 shares

    0.17% of the 13F portfolio, value $21,140,828.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 44,488 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $26,011,301.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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