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Disclosery

Gladstone Institutional Advisory LLC: UNH position timeline

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

Gladstone Institutional Advisory LLC held 8,888 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,888 shares
    Change vs previous 13F -586 shares

    0.12% of the 13F portfolio, value $3,693,915.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 9,474 shares
    Change vs previous 13F -193 shares

    0.09% of the 13F portfolio, value $2,563,576.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 9,667 shares
    Change vs previous 13F -5,333 shares

    0.12% of the 13F portfolio, value $3,191,453.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 15,000 shares
    Change vs previous 13F -529 shares

    0.2% of the 13F portfolio, value $5,179,558.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 15,529 shares
    Change vs previous 13F +866 shares

    0.2% of the 13F portfolio, value $4,844,709.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 14,663 shares
    Change vs previous 13F +800 shares

    0.36% of the 13F portfolio, value $7,679,791.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 13,863 shares
    Change vs previous 13F +175 shares

    0.33% of the 13F portfolio, value $7,012,852.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 13,688 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $8,002,880.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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