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D'Orazio & Associates, Inc.: UNH position timeline

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

D'Orazio & Associates, Inc. held 48,884 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,884 shares
    Change vs previous 13F +569 shares

    2.35% of the 13F portfolio, value $20,317,529.

    13F-HR 0001646821-26-000005 filed by D'Orazio & Associates, Inc.
    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 48,315 shares
    Change vs previous 13F -417 shares

    1.69% of the 13F portfolio, value $13,073,471.

    13F-HR 0001646821-26-000002 filed by D'Orazio & Associates, Inc.
    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 48,732 shares
    Change vs previous 13F +87 shares

    2.06% of the 13F portfolio, value $16,086,997.

    13F-HR 0001646821-26-000001 filed by D'Orazio & Associates, Inc.
    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 48,645 shares
    Change vs previous 13F +268 shares

    2.22% of the 13F portfolio, value $16,797,199.

    13F-HR 0001646821-25-000003 filed by D'Orazio & Associates, Inc.
    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 48,377 shares
    Change vs previous 13F -262 shares

    2.13% of the 13F portfolio, value $15,092,245.

    13F-HR 0001085146-25-004705 filed by D'Orazio & Associates, Inc.
    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 48,639 shares
    Change vs previous 13F -844 shares

    3.88% of the 13F portfolio, value $25,474,798.

    13F-HR 0001085146-25-002170 filed by D'Orazio & Associates, Inc.
    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 49,483 shares
    Change vs previous 13F -2,864 shares

    3.69% of the 13F portfolio, value $25,031,588.

    13F-HR 0001085146-25-000519 filed by D'Orazio & Associates, Inc.
    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 52,347 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $30,606,379.

    13F-HR 0001085146-24-005372 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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