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Disclosery

Haverford Financial Services, Inc.: UNH position timeline

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

Haverford Financial Services, Inc. held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -20,165 shares

    13F-HR 0001104659-25-076263 filed by Haverford Financial Services, Inc.
    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.

  2. period ended2025-03-31
    13F 20,165 shares
    Change vs previous 13F -113 shares

    3.25% of the 13F portfolio, value $10,561,419.

    13F-HR 0001104659-25-046590 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,278 shares
    Change vs previous 13F -2,429 shares

    3.13% of the 13F portfolio, value $10,257,829.

    13F-HR 0001104659-25-011392 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 22,707 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $13,276,329.

    13F-HR 0001104659-24-111778 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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