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Disclosery

FORBES J M & CO LLP: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on UNH, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -19,097 shares

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 19,097 shares
    Change vs previous 13F +502 shares

    0.97% of the 13F portfolio, value $10,002,054.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,595 shares
    Change vs previous 13F +44 shares

    0.91% of the 13F portfolio, value $9,406,467.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 18,551 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,846,399.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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