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Disclosery

HBK Sorce Advisory LLC: UNH position timeline

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

HBK Sorce Advisory LLC held 9,264 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,264 shares
    Change vs previous 13F +615 shares

    0.07% of the 13F portfolio, value $3,823,579.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 8,649 shares
    Change vs previous 13F -972 shares

    0.07% of the 13F portfolio, value $3,286,632.

    13F-HR 0001379995-26-000003 filed by HBK Sorce 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 ended2025-12-31
    13F 9,621 shares
    Change vs previous 13F -701 shares

    0.06% of the 13F portfolio, value $2,661,634.

    13F-HR 0001379995-26-000002 filed by HBK Sorce 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 ended2025-09-30
    13F/A 10,322 shares
    Change vs previous 13F -1,111 shares

    0.09% of the 13F portfolio, value $3,727,758.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce 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 ended2025-06-30
    13F 11,433 shares
    Change vs previous 13F -717 shares

    0.1% of the 13F portfolio, value $3,566,884.

    13F-HR 0001379995-25-000006 filed by HBK Sorce 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 ended2025-03-31
    13F 12,150 shares
    Change vs previous 13F -273 shares

    0.19% of the 13F portfolio, value $6,363,310.

    13F-HR 0001379995-25-000004 filed by HBK Sorce 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 ended2024-12-31
    13F 12,423 shares
    Change vs previous 13F -215 shares

    0.19% of the 13F portfolio, value $6,284,442.

    13F-HR 0001379995-25-000002 filed by HBK Sorce 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 ended2024-09-30
    13F 12,638 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,389,356.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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