ECLECTIC ASSOCIATES INC /ADV: UNH position timeline

ECLECTIC ASSOCIATES INC /ADV held 9,482 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 9,482 shares

   Change vs previous 13F -294 shares

   0.39% of the 13F portfolio, value $3,480,758.

   13F-HR 0001085146-26-000820 filed by ECLECTIC ASSOCIATES INC /ADV
   Accepted 2026-10-09 00:49:02 UTC, ingested 2026-10-10 02:16:12 UTC

2. period ended2026-06-30

   13F 9,776 shares

   Change vs previous 13F -10 shares

   0.46% of the 13F portfolio, value $4,063,279.

   13F-HR 0000743482-26-000007 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 9,786 shares

   Change vs previous 13F +128 shares

   0.35% of the 13F portfolio, value $2,648,023.

   13F-HR 0000743482-26-000004 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 9,658 shares

   Change vs previous 13F -39 shares

   0.5% of the 13F portfolio, value $3,188,202.

   13F-HR 0000743482-26-000003 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 9,697 shares

   Change vs previous 13F -1 shares

   0.61% of the 13F portfolio, value $3,348,374.

   13F-HR 0001085146-25-005874 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2025-10-09 (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).

6. period ended2025-06-30

   13F 9,698 shares

   Change vs previous 13F -231 shares

   0.66% of the 13F portfolio, value $3,025,485.

   13F-HR 0001085146-25-003953 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2025-07-17 (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).

7. period ended2025-03-31

   13F 9,929 shares

   Change vs previous 13F +131 shares

   1.39% of the 13F portfolio, value $5,198,708.

   13F-HR 0001085146-25-002034 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2025-04-10 (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).

8. period ended2024-12-31

   13F 9,798 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $4,956,416.

   13F-HR 0001085146-25-000356 filed by ECLECTIC ASSOCIATES INC /ADV
   Filed 2025-01-21 (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).