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Disclosery

EDGAR LOMAX CO/VA: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EDGAR LOMAX CO/VA on UNH, newest first. How the timeline and the estimate are built.

EDGAR LOMAX CO/VA held 180,225 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,225 shares
    Change vs previous 13F -11,074 shares

    5.6% of the 13F portfolio, value $74,906,917.

    13F-HR 0001013538-26-000006 filed by EDGAR LOMAX CO/VA
    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 191,299 shares
    Change vs previous 13F +32,649 shares

    3.69% of the 13F portfolio, value $51,763,596.

    13F-HR 0001013538-26-000004 filed by EDGAR LOMAX CO/VA
    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 158,650 shares
    Change vs previous 13F +158,650 shares

    3.98% of the 13F portfolio, value $52,371,951.

    13F-HR 0001013538-26-000002 filed by EDGAR LOMAX CO/VA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -29,755 shares

    13F-HR 0001013538-25-000004 filed by EDGAR LOMAX CO/VA
    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.

  5. period ended2024-12-31
    13F 29,755 shares
    Change vs previous 13F -590 shares

    0.97% of the 13F portfolio, value $15,051,864.

    13F-HR 0001013538-25-000002 filed by EDGAR LOMAX CO/VA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 30,345 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $17,742,115.

    13F-HR 0001013538-24-000008 filed by EDGAR LOMAX CO/VA
    Filed (acceptance time not in the bulk data set), ingested

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