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DB Fitzpatrick & Co, Inc: UNH position timeline

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

DB Fitzpatrick & Co, Inc held 5,176 UNH shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,176 shares
    Change vs previous 13F -92 shares

    1.74% of the 13F portfolio, value $2,151,301.

    13F-HR/A 0001885767-26-000004 filed by DB Fitzpatrick & Co, 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 5,268 shares
    Change vs previous 13F +556 shares

    1.22% of the 13F portfolio, value $1,425,468.

    13F-HR 0001885767-26-000002 filed by DB Fitzpatrick & Co, 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 4,712 shares
    Change vs previous 13F -527 shares

    1.38% of the 13F portfolio, value $1,555,478.

    13F-HR 0001885767-26-000001 filed by DB Fitzpatrick & Co, 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 5,239 shares
    Change vs previous 13F +2,860 shares

    1.64% of the 13F portfolio, value $1,809,027.

    13F-HR 0001885767-25-000007 filed by DB Fitzpatrick & Co, 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 2,379 shares
    Change vs previous 13F +152 shares

    0.66% of the 13F portfolio, value $742,177.

    13F-HR 0001885767-25-000004 filed by DB Fitzpatrick & Co, 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 2,227 shares
    Change vs previous 13F +569 shares

    1.11% of the 13F portfolio, value $1,166,391.

    13F-HR 0001885767-25-000003 filed by DB Fitzpatrick & Co, 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 1,658 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $838,716.

    13F-HR 0001885767-25-000001 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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