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Disclosery

Founders Financial Alliance, LLC: UNH position timeline

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

Founders Financial Alliance, LLC held 3,219 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,219 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $1,337,861.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, LLC
    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 3,209 shares
    Change vs previous 13F +2,271 shares

    0.16% of the 13F portfolio, value $868,440.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, LLC
    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 938 shares
    Change vs previous 13F -235 shares

    0.06% of the 13F portfolio, value $309,570.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, LLC
    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 1,173 shares
    Change vs previous 13F -442 shares

    0.08% of the 13F portfolio, value $405,040.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, LLC
    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 1,615 shares
    Change vs previous 13F -102 shares

    0.11% of the 13F portfolio, value $503,860.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, LLC
    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 1,717 shares
    Change vs previous 13F +761 shares

    0.22% of the 13F portfolio, value $899,304.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, LLC
    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 956 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $483,832.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, LLC
    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 945 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $552,702.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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