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E&G Advisors, LLC: UNH position timeline

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

E&G Advisors, LLC held 2,942 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,942 shares
    Change vs previous 13F -40 shares

    0.24% of the 13F portfolio, value $1,222,783.

    13F-HR 0001754960-26-000618 filed by E&G Advisors, LLC
    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 2,982 shares
    Change vs previous 13F +9 shares

    0.18% of the 13F portfolio, value $806,899.

    13F-HR 0001062993-26-002064 filed by E&G Advisors, LLC
    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 2,973 shares
    Change vs previous 13F -10 shares

    0.22% of the 13F portfolio, value $981,417.

    13F-HR 0001062993-26-000402 filed by E&G Advisors, LLC
    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 2,983 shares
    Change vs previous 13F +50 shares

    0.24% of the 13F portfolio, value $1,030,030.

    13F-HR 0001062993-25-016226 filed by E&G Advisors, LLC
    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 2,933 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $915,008.

    13F-HR 0001062993-25-012836 filed by E&G Advisors, LLC
    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 2,928 shares
    Change vs previous 13F -35 shares

    0.43% of the 13F portfolio, value $1,533,540.

    13F-HR 0001062993-25-007803 filed by E&G Advisors, LLC
    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 2,963 shares
    Change vs previous 13F +30 shares

    0.41% of the 13F portfolio, value $1,498,863.

    13F-HR 0001062993-25-001091 filed by E&G Advisors, LLC
    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 2,933 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,714,866.

    13F-HR 0001062993-24-017783 filed by E&G Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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