Skip to content
Disclosery

HARVEY INVESTMENT CO LLC: UNH position timeline

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

HARVEY INVESTMENT CO LLC held 4,265 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,265 shares
    Change vs previous 13F -370 shares

    0.19% of the 13F portfolio, value $1,773,000.

    13F-HR 0001162781-26-000003 filed by HARVEY INVESTMENT CO LLC
    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 4,635 shares
    Change vs previous 13F -28 shares

    0.14% of the 13F portfolio, value $1,254,000.

    13F-HR 0001162781-26-000002 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,663 shares
    Change vs previous 13F -305 shares

    0.16% of the 13F portfolio, value $1,539,000.

    13F-HR 0001162781-26-000001 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,968 shares
    Change vs previous 13F -258 shares

    0.18% of the 13F portfolio, value $1,715,000.

    13F-HR 0001162781-25-000015 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,226 shares
    Change vs previous 13F +380 shares

    0.18% of the 13F portfolio, value $1,630,000.

    13F-HR 0001162781-25-000005 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,846 shares
    Change vs previous 13F +5 shares

    0.28% of the 13F portfolio, value $2,538,000.

    13F-HR 0001162781-25-000002 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,841 shares
    Change vs previous 13F +190 shares

    0.28% of the 13F portfolio, value $2,449,000.

    13F-HR 0001162781-25-000001 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,651 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,719,000.

    13F-HR 0001162781-24-000006 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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