HBW ADVISORY SERVICES LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on UNH, newest first. How the timeline and the estimate are built.
HBW ADVISORY SERVICES LLC held 11,519 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 11,519 sharesChange vs previous 13F -77 shares
0.43% of the 13F portfolio, value $4,787,473.
13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,596 sharesChange vs previous 13F -37 shares
0.33% of the 13F portfolio, value $3,137,633.
13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,633 sharesChange vs previous 13F -1,416 shares
0.42% of the 13F portfolio, value $3,840,259.
13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,049 sharesChange vs previous 13F +934 shares
0.51% of the 13F portfolio, value $4,505,962.
13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,115 sharesChange vs previous 13F +3,415 shares
0.47% of the 13F portfolio, value $3,779,625.
13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,700 sharesChange vs previous 13F +149 shares
0.65% of the 13F portfolio, value $4,556,747.
13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,551 sharesChange vs previous 13F -394 shares
0.44% of the 13F portfolio, value $4,325,635.
13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,945 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $5,230,166.
13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).