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Disclosery

FineMark National Bank & Trust: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on UNH, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 61,054 UNH shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 61,054 shares
    Change vs previous 13F +13,560 shares

    0.63% of the 13F portfolio, value $20,154,535.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 47,494 shares
    Change vs previous 13F -3,661 shares

    0.54% of the 13F portfolio, value $16,399,678.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 51,155 shares
    Change vs previous 13F -148 shares

    0.54% of the 13F portfolio, value $15,958,825.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    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 51,303 shares
    Change vs previous 13F -306 shares

    0.98% of the 13F portfolio, value $26,869,945.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 51,609 shares
    Change vs previous 13F -98 shares

    0.91% of the 13F portfolio, value $26,106,928.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    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 51,707 shares
    Change vs previous 13F +1,846 shares

    1.05% of the 13F portfolio, value $30,232,048.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 49,861 shares
    Change vs previous 13F +14,386 shares

    0.94% of the 13F portfolio, value $25,392,212.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 35,475 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $17,549,482.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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