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Disclosery

First Personal Financial Services: UNH position timeline

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

First Personal Financial Services held 540 UNH shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 540 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $315,728.

    13F-HR 0001633869-24-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 530 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $269,908.

    13F-HR 0001633869-24-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 530 shares
    Change vs previous 13F -66 shares

    0.06% of the 13F portfolio, value $262,191.

    13F-HR 0001633869-24-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 596 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $313,777.

    13F-HR 0001633869-24-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 627 shares
    Change vs previous 13F -46 shares

    0.08% of the 13F portfolio, value $316,128.

    13F-HR 0001633869-23-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 673 shares
    Change vs previous 13F -67 shares

    0.08% of the 13F portfolio, value $323,471.

    13F-HR 0001633869-23-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 740 shares
    Change vs previous 13F -116 shares

    0.09% of the 13F portfolio, value $349,717.

    13F-HR 0001633869-23-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 856 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $453,834.

    13F-HR 0001633869-23-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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