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Fischer Financial Services, Inc.: UNH position timeline

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

Fischer Financial Services, Inc. held 3,512 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,512 shares
    Change vs previous 13F -1,858 shares

    0.37% of the 13F portfolio, value $1,460,124.

    13F-HR 0002063364-26-000295 filed by Fischer Financial Services, 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 5,370 shares
    Change vs previous 13F -1,563 shares

    0.49% of the 13F portfolio, value $1,453,653.

    13F-HR 0002063364-26-000130 filed by Fischer Financial Services, 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 6,933 shares
    Change vs previous 13F -964 shares

    0.61% of the 13F portfolio, value $2,289,287.

    13F-HR 0002063364-26-000058 filed by Fischer Financial Services, 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 7,897 shares
    Change vs previous 13F -237 shares

    0.73% of the 13F portfolio, value $2,727,483.

    13F-HR 0002063364-25-000246 filed by Fischer Financial Services, 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 8,134 shares
    Change vs previous 13F -370 shares

    0.74% of the 13F portfolio, value $2,530,598.

    13F-HR 0002063364-25-000143 filed by Fischer Financial Services, 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 8,504 shares
    Change vs previous 13F -304 shares

    1.43% of the 13F portfolio, value $4,454,144.

    13F-HR 0002063364-25-000077 filed by Fischer Financial Services, 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 8,808 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $4,456,040.

    13F-HR 0002063364-25-000023 filed by Fischer Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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