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Disclosery

Ellis Investment Partners, LLC: UNH position timeline

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

Ellis Investment Partners, LLC held 652 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 652 shares
    Change vs previous 13F -1,890 shares

    0.04% of the 13F portfolio, value $271,209.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 2,542 shares
    Change vs previous 13F -191 shares

    0.12% of the 13F portfolio, value $687,948.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 2,733 shares
    Change vs previous 13F -754 shares

    0.16% of the 13F portfolio, value $902,357.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 3,487 shares
    Change vs previous 13F -68 shares

    0.22% of the 13F portfolio, value $1,204,315.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 3,555 shares
    Change vs previous 13F +243 shares

    0.22% of the 13F portfolio, value $1,109,109.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 3,312 shares
    Change vs previous 13F +178 shares

    0.36% of the 13F portfolio, value $1,734,479.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 3,134 shares
    Change vs previous 13F -7 shares

    0.31% of the 13F portfolio, value $1,585,256.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 3,141 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,836,380.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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