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Disclosery

GUARDIAN CAPITAL ADVISORS LP: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN CAPITAL ADVISORS LP on UNH, newest first. How the timeline and the estimate are built.

GUARDIAN CAPITAL ADVISORS LP held 19,008 UNH shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 19,008 shares
    Change vs previous 13F +766 shares

    1.09% of the 13F portfolio, value $11,087,366.

    13F-HR 0001062993-24-018776 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 18,242 shares
    Change vs previous 13F -366 shares

    0.97% of the 13F portfolio, value $9,137,965.

    13F-HR 0001062993-24-014901 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 18,608 shares
    Change vs previous 13F -1,342 shares

    0.96% of the 13F portfolio, value $8,913,046.

    13F-HR 0001062993-24-010180 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 19,950 shares
    Change vs previous 13F +1,651 shares

    1.12% of the 13F portfolio, value $10,703,574.

    13F-HR 0001062993-24-002369 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 18,299 shares
    Change vs previous 13F -301 shares

    1.07% of the 13F portfolio, value $9,591,055.

    13F-HR 0001062993-23-020645 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 18,600 shares
    Change vs previous 13F +276 shares

    0.96% of the 13F portfolio, value $8,401,620.

    13F-HR 0001062993-23-016410 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 18,324 shares
    Change vs previous 13F +2,630 shares

    1.1% of the 13F portfolio, value $9,550,286.

    13F-HR 0001062993-23-011129 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 15,694 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,779,045.

    13F-HR 0001062993-23-003346 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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