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EAGLE ROCK INVESTMENT COMPANY, LLC: UNH position timeline

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

EAGLE ROCK INVESTMENT COMPANY, LLC held 12,460 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,460 shares
    Change vs previous 13F -1,292 shares

    0.64% of the 13F portfolio, value $5,178,750.

    13F-HR 0001951757-26-000955 filed by EAGLE ROCK INVESTMENT COMPANY, 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 13,752 shares
    Change vs previous 13F +1,460 shares

    0.54% of the 13F portfolio, value $3,721,154.

    13F-HR 0001951757-26-000549 filed by EAGLE ROCK INVESTMENT COMPANY, 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 12,292 shares
    Change vs previous 13F -613 shares

    0.57% of the 13F portfolio, value $4,057,712.

    13F-HR 0001951757-26-000080 filed by EAGLE ROCK INVESTMENT COMPANY, 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 12,905 shares
    Change vs previous 13F -4,907 shares

    0.67% of the 13F portfolio, value $4,456,097.

    13F-HR 0001951757-25-001330 filed by EAGLE ROCK INVESTMENT COMPANY, 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 17,812 shares
    Change vs previous 13F +4,247 shares

    0.88% of the 13F portfolio, value $5,556,876.

    13F-HR 0001951757-25-000937 filed by EAGLE ROCK INVESTMENT COMPANY, 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 13,565 shares
    Change vs previous 13F +120 shares

    1.22% of the 13F portfolio, value $7,104,781.

    13F-HR 0001951757-25-000331 filed by EAGLE ROCK INVESTMENT COMPANY, 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 13,445 shares
    Change vs previous 13F +15 shares

    1.13% of the 13F portfolio, value $6,801,396.

    13F-HR 0001951757-25-000025 filed by EAGLE ROCK INVESTMENT COMPANY, 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 13,430 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $7,852,378.

    13F-HR 0001951757-24-000970 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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