Enterprise Bank & Trust Co: UNH position timeline

Enterprise Bank & Trust Co held 7,663 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-07.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 7,663 shares

   Change vs previous 13F -80 shares

   0.89% of the 13F portfolio, value $2,390,626.

   13F-HR 0001770710-25-000003 filed by Enterprise Bank & Trust Co
   Filed 2025-07-07 (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).

2. period ended2025-03-31

   13F 7,743 shares

   Change vs previous 13F -267 shares

   1.57% of the 13F portfolio, value $4,055,396.

   13F-HR 0001770710-25-000002 filed by Enterprise Bank & Trust Co
   Filed 2025-04-09 (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).

3. period ended2024-12-31

   13F 8,010 shares

   Change vs previous 13F -373 shares

   1.33% of the 13F portfolio, value $4,051,939.

   13F-HR 0001770710-25-000001 filed by Enterprise Bank & Trust Co
   Filed 2025-01-13 (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).

4. period ended2024-09-30

   13F 8,383 shares

   Change vs previous 13F -399 shares

   1.58% of the 13F portfolio, value $4,901,372.

   13F-HR 0001770710-24-000004 filed by Enterprise Bank & Trust Co
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 8,782 shares

   Change vs previous 13F -173 shares

   1.53% of the 13F portfolio, value $4,472,321.

   13F-HR 0001770710-24-000003 filed by Enterprise Bank & Trust Co
   Filed 2024-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 8,955 shares

   Change vs previous 13F -346 shares

   1.52% of the 13F portfolio, value $4,430,039.

   13F-HR 0001770710-24-000002 filed by Enterprise Bank & Trust Co
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 9,301 shares

   Change vs previous 13F +9,301 shares

   1.74% of the 13F portfolio, value $4,896,697.

   13F-HR 0001770710-24-000001 filed by Enterprise Bank & Trust Co
   Filed 2024-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001770710-23-000004 filed by Enterprise Bank & Trust Co
   Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

   Exited: the 13F for this period no longer lists the position.