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Disclosery

GoalVest Advisory LLC: UNH position timeline

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

GoalVest Advisory LLC held 271 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 271 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $99,479.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 256 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $106,401.

    13F-HR 0001839307-26-000011 filed by GoalVest 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 ended2026-03-31
    13F 205 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $55,471.

    13F-HR 0001839307-26-000002 filed by GoalVest 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 ended2025-12-31
    13F 346 shares
    Change vs previous 13F +141 shares

    0.02% of the 13F portfolio, value $114,218.

    13F-HR 0001839307-26-000001 filed by GoalVest 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 ended2025-09-30
    13F 205 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $70,787.

    13F-HR 0001839307-25-000008 filed by GoalVest 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 ended2025-06-30
    13F 295 shares
    Change vs previous 13F -2,973 shares

    0.02% of the 13F portfolio, value $92,031.

    13F-HR 0001839307-25-000003 filed by GoalVest 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 ended2025-03-31
    13F 3,268 shares
    Change vs previous 13F +30 shares

    0.47% of the 13F portfolio, value $1,711,615.

    13F-HR 0001839307-25-000002 filed by GoalVest 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 ended2024-12-31
    13F 3,238 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,637,975.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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