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Disclosery

Financial Perspectives, Inc: UNH position timeline

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

Financial Perspectives, Inc held 4,284 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,284 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $1,780,650.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 4,283 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $1,159,047.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 4,292 shares
    Change vs previous 13F -153 shares

    0.38% of the 13F portfolio, value $1,416,760.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 4,445 shares
    Change vs previous 13F +90 shares

    0.43% of the 13F portfolio, value $1,534,776.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 4,355 shares
    Change vs previous 13F -106 shares

    0.41% of the 13F portfolio, value $1,358,551.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 4,461 shares
    Change vs previous 13F +2 shares

    0.8% of the 13F portfolio, value $2,336,635.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 4,459 shares
    Change vs previous 13F +300 shares

    0.76% of the 13F portfolio, value $2,255,840.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 4,159 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,431,712.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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