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Disclosery

GM Advisory Group, LLC: UNH position timeline

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

GM Advisory Group, LLC held 4,015 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,015 shares
    Change vs previous 13F -7,113 shares

    0.04% of the 13F portfolio, value $1,086,499.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 11,128 shares
    Change vs previous 13F -4,725 shares

    0.14% of the 13F portfolio, value $3,673,568.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 15,853 shares
    Change vs previous 13F -1,656 shares

    0.23% of the 13F portfolio, value $5,473,947.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,509 shares
    Change vs previous 13F +10,829 shares

    0.27% of the 13F portfolio, value $5,462,174.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,680 shares
    Change vs previous 13F -1,311 shares

    0.19% of the 13F portfolio, value $3,498,889.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,991 shares
    Change vs previous 13F -1,078 shares

    0.22% of the 13F portfolio, value $4,042,455.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,069 shares
    Change vs previous 13F -293 shares

    0.32% of the 13F portfolio, value $5,302,618.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,362 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,767,706.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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