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HERITAGE INVESTORS MANAGEMENT CORP: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on UNH, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 80,002 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,002 shares
    Change vs previous 13F -402 shares

    0.92% of the 13F portfolio, value $33,251,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 80,404 shares
    Change vs previous 13F +1,835 shares

    0.66% of the 13F portfolio, value $21,757,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 78,569 shares
    Change vs previous 13F -1,107 shares

    0.76% of the 13F portfolio, value $25,937,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 79,676 shares
    Change vs previous 13F +273 shares

    0.82% of the 13F portfolio, value $27,512,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 79,403 shares
    Change vs previous 13F +4,960 shares

    0.78% of the 13F portfolio, value $24,771,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 74,443 shares
    Change vs previous 13F +6,130 shares

    1.34% of the 13F portfolio, value $38,989,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 68,313 shares
    Change vs previous 13F +1,262 shares

    1.12% of the 13F portfolio, value $34,557,000.

    13F-HR 0000937589-25-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 67,051 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $39,204,000.

    13F-HR 0000937589-24-000004 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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