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Disclosery

DAVIS R M INC: UNH position timeline

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

DAVIS R M INC held 3,213 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 3,213 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $1,335,386.

    13F-HR 0000891287-26-000006 filed by DAVIS R M 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 3,267 shares
    Change vs previous 13F -363 shares

    0.02% of the 13F portfolio, value $883,996.

    13F-HR 0000891287-26-000003 filed by DAVIS R M 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 3,630 shares
    Change vs previous 13F -1,926 shares

    0.02% of the 13F portfolio, value $1,198,273.

    13F-HR 0000891287-26-000002 filed by DAVIS R M 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 5,556 shares
    Change vs previous 13F -9,343 shares

    0.03% of the 13F portfolio, value $1,918,350.

    13F-HR 0000891287-25-000010 filed by DAVIS R M 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 14,899 shares
    Change vs previous 13F -64,115 shares

    0.09% of the 13F portfolio, value $4,647,917.

    13F-HR 0000891287-25-000005 filed by DAVIS R M 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 79,014 shares
    Change vs previous 13F -11,527 shares

    0.83% of the 13F portfolio, value $41,383,570.

    13F-HR 0000891287-25-000004 filed by DAVIS R M 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 90,541 shares
    Change vs previous 13F -986 shares

    0.89% of the 13F portfolio, value $45,801,261.

    13F-HR 0000891287-25-000002 filed by DAVIS R M 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 91,527 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $53,514,144.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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