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Disclosery

Hughes Financial Services, LLC: UNH position timeline

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

Hughes Financial Services, LLC held 180 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180 shares
    Change vs previous 13F -95 shares

    0.01% of the 13F portfolio, value $74,813.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 275 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $74,412.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 287 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $94,742.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 262 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $84,254.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 261 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $64,149.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 123 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,344.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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