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Goelzer Investment Management, Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goelzer Investment Management, Inc. on UNH, newest first. How the timeline and the estimate are built.

Goelzer Investment Management, Inc. held 17,688 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,688 shares
    Change vs previous 13F -857 shares

    0.32% of the 13F portfolio, value $7,351,787.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, Inc.
    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 18,545 shares
    Change vs previous 13F -6,439 shares

    0.24% of the 13F portfolio, value $5,018,160.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, Inc.
    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 24,984 shares
    Change vs previous 13F +663 shares

    0.38% of the 13F portfolio, value $8,247,530.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, Inc.
    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 24,321 shares
    Change vs previous 13F +212 shares

    0.45% of the 13F portfolio, value $8,398,088.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, Inc.
    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 24,109 shares
    Change vs previous 13F +8,096 shares

    0.41% of the 13F portfolio, value $7,521,299.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
    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/A 16,013 shares
    Change vs previous 13F -519 shares

    0.49% of the 13F portfolio, value $8,386,809.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
    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 16,532 shares
    Change vs previous 13F +1,535 shares

    0.49% of the 13F portfolio, value $8,362,878.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
    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 14,997 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,768,446.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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