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Disclosery

Financial Partners Group, LLC: UNH position timeline

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

Financial Partners Group, LLC held 31,037 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 31,037 shares
    Change vs previous 13F +23,235 shares

    3.5% of the 13F portfolio, value $9,682,760.

    13F-HR 0001221073-25-000060 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,802 shares
    Change vs previous 13F -253 shares

    1.77% of the 13F portfolio, value $4,086,476.

    13F-HR 0001221073-25-000039 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,055 shares
    Change vs previous 13F +42 shares

    1.69% of the 13F portfolio, value $4,074,469.

    13F-HR 0001221073-25-000005 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,013 shares
    Change vs previous 13F +25 shares

    1.76% of the 13F portfolio, value $4,684,946.

    13F-HR 0001221073-24-000087 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,988 shares
    Change vs previous 13F +143 shares

    1.58% of the 13F portfolio, value $4,068,084.

    13F-HR 0001221073-24-000052 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,845 shares
    Change vs previous 13F +162 shares

    1.5% of the 13F portfolio, value $3,880,904.

    13F-HR 0001221073-24-000025 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,683 shares
    Change vs previous 13F +263 shares

    1.83% of the 13F portfolio, value $4,044,728.

    13F-HR 0001221073-24-000019 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,420 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,740,901.

    13F-HR 0001221073-23-000084 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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