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
- period ended2026-06-3013F 3,512 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,370 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,933 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,897 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,134 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,504 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,808 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).