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Disclosery

GRIES FINANCIAL LLC: UNH position timeline

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

GRIES FINANCIAL LLC held 1,724 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,724 shares
    Change vs previous 13F +124 shares

    0.09% of the 13F portfolio, value $595,199.

    13F-HR 0001213900-25-101113 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,600 shares
    Change vs previous 13F -3,356 shares

    0.09% of the 13F portfolio, value $499,063.

    13F-HR 0001213900-25-063702 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,956 shares
    Change vs previous 13F +3,165 shares

    0.5% of the 13F portfolio, value $2,595,556.

    13F-HR 0001213900-25-039607 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,791 shares
    Change vs previous 13F +172 shares

    0.16% of the 13F portfolio, value $905,995.

    13F-HR 0001213900-25-005821 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,619 shares
    Change vs previous 13F +984 shares

    0.18% of the 13F portfolio, value $946,597.

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 635 shares
    Change vs previous 13F -1,026 shares

    0.07% of the 13F portfolio, value $323,380.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 1,661 shares
    Change vs previous 13F +1,661 shares

    0.14% of the 13F portfolio, value $821,696.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001213900-24-013205 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.