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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: UNH position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 14,499 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,499 shares
    Change vs previous 13F -249 shares

    0.36% of the 13F portfolio, value $5,322,440.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,748 shares
    Change vs previous 13F -1,015 shares

    0.43% of the 13F portfolio, value $6,129,587.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT 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 15,763 shares
    Change vs previous 13F -4,781 shares

    0.34% of the 13F portfolio, value $4,265,229.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT 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 20,544 shares
    Change vs previous 13F +186 shares

    0.51% of the 13F portfolio, value $6,781,701.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT 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 20,358 shares
    Change vs previous 13F -6,986 shares

    0.58% of the 13F portfolio, value $7,029,773.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT 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 27,344 shares
    Change vs previous 13F -5,103 shares

    0.76% of the 13F portfolio, value $8,530,373.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT 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 32,447 shares
    Change vs previous 13F -2,118 shares

    1.65% of the 13F portfolio, value $16,994,108.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT 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 34,565 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $17,485,043.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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