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Disclosery

Defined Financial Planning LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Defined Financial Planning LLC on UNH, newest first. How the timeline and the estimate are built.

Defined Financial Planning LLC held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-23.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -524 shares

    13F-HR 0001754960-25-000466 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 524 shares
    Change vs previous 13F -552 shares

    0.28% of the 13F portfolio, value $274,115.

    13F-HR 0001754960-25-000200 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,076 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $544,305.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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