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Disclosery

Finivi Inc.: UNH position timeline

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

Finivi Inc. held 3,211 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,211 shares
    Change vs previous 13F +96 shares

    0.68% of the 13F portfolio, value $1,334,487.

    13F-HR 0002085853-26-000668 filed by Finivi 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 3,115 shares
    Change vs previous 13F -1,056 shares

    0.46% of the 13F portfolio, value $842,887.

    13F-HR 0002085853-26-000338 filed by Finivi 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 4,171 shares
    Change vs previous 13F -233 shares

    0.8% of the 13F portfolio, value $1,376,867.

    13F-HR 0002085853-26-000104 filed by Finivi 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 4,404 shares
    Change vs previous 13F -110 shares

    0.97% of the 13F portfolio, value $1,520,752.

    13F-HR 0002085853-25-000310 filed by Finivi 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 4,514 shares
    Change vs previous 13F -11 shares

    0.95% of the 13F portfolio, value $1,408,110.

    13F-HR 0002085853-25-000309 filed by Finivi 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 4,525 shares
    Change vs previous 13F +121 shares

    1.91% of the 13F portfolio, value $2,370,129.

    13F-HR 0002085853-25-000308 filed by Finivi 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 4,404 shares
    Change vs previous 13F -122 shares

    1.78% of the 13F portfolio, value $2,227,597.

    13F-HR 0002085853-25-000307 filed by Finivi 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 4,526 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,646,118.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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