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Frederick Financial Consultants, LLC: UNH position timeline

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

Frederick Financial Consultants, LLC held 735 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 735 shares
    Change vs previous 13F -23 shares

    0.13% of the 13F portfolio, value $305,336.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 758 shares
    Change vs previous 13F -7 shares

    0.1% of the 13F portfolio, value $205,227.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 765 shares
    Change vs previous 13F -94 shares

    0.14% of the 13F portfolio, value $252,594.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 859 shares
    Change vs previous 13F +24 shares

    0.17% of the 13F portfolio, value $296,600.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, 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 835 shares
    Change vs previous 13F +90 shares

    0.16% of the 13F portfolio, value $260,415.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, 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 745 shares
    Change vs previous 13F +209 shares

    0.28% of the 13F portfolio, value $389,931.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, 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 536 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $271,322.

    13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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