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HOWE & RUSLING INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on UNH, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 3,565 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,565 shares
    Change vs previous 13F -154 shares

    0.09% of the 13F portfolio, value $1,481,885.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 3,719 shares
    Change vs previous 13F -367 shares

    0.07% of the 13F portfolio, value $1,006,402.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 4,086 shares
    Change vs previous 13F -1,077 shares

    0.09% of the 13F portfolio, value $1,348,740.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 5,163 shares
    Change vs previous 13F -20,079 shares

    0.12% of the 13F portfolio, value $1,782,864.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 25,242 shares
    Change vs previous 13F -942 shares

    0.58% of the 13F portfolio, value $7,874,883.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 26,184 shares
    Change vs previous 13F -369 shares

    1.15% of the 13F portfolio, value $13,713,979.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 26,553 shares
    Change vs previous 13F -3,848 shares

    1.16% of the 13F portfolio, value $13,431,943.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 30,401 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $17,774,936.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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