DAVIS-REA LTD.: UNH position timeline

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

DAVIS-REA LTD. held 0 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -20,188 shares
13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 20,188 shares
Change vs previous 13F -3,360 shares
1.56% of the 13F portfolio, value $6,298,050.
13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 23,548 shares
Change vs previous 13F +110 shares
3.28% of the 13F portfolio, value $12,333,265.
13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 23,438 shares
Change vs previous 13F +5,575 shares
6% of the 13F portfolio, value $11,856,347.
13F-HR 0000950123-25-000915 filed by DAVIS-REA LTD.
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 17,863 shares
Change vs previous 13F not available
4.54% of the 13F portfolio, value $10,444,139.
13F-HR 0000950123-24-009942 filed by DAVIS-REA LTD.
Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).