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Disclosery

Fulcrum Capital LLC: UNH position timeline

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

Fulcrum Capital LLC held 23,494 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,494 shares
    Change vs previous 13F -1,500 shares

    1.98% of the 13F portfolio, value $9,764,990.

    13F-HR 0001724090-26-000004 filed by Fulcrum Capital 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 24,994 shares
    Change vs previous 13F -433 shares

    1.47% of the 13F portfolio, value $6,763,243.

    13F-HR 0001724090-26-000003 filed by Fulcrum Capital 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 25,427 shares
    Change vs previous 13F +349 shares

    1.69% of the 13F portfolio, value $8,393,608.

    13F-HR 0001724090-26-000001 filed by Fulcrum Capital 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 25,078 shares
    Change vs previous 13F -141 shares

    1.78% of the 13F portfolio, value $8,659,579.

    13F-HR 0001724090-25-000009 filed by Fulcrum Capital 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 25,219 shares
    Change vs previous 13F +1,206 shares

    1.66% of the 13F portfolio, value $7,867,616.

    13F-HR 0001724090-25-000005 filed by Fulcrum Capital 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 24,013 shares
    Change vs previous 13F +1,452 shares

    2.79% of the 13F portfolio, value $12,576,570.

    13F-HR 0001724090-25-000004 filed by Fulcrum Capital 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 22,561 shares
    Change vs previous 13F +3,202 shares

    2.39% of the 13F portfolio, value $11,412,881.

    13F-HR 0001724090-25-000001 filed by Fulcrum Capital 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 19,359 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $11,318,754.

    13F-HR 0001724090-24-000007 filed by Fulcrum Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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