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Disclosery

HWG Holdings LP: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HWG Holdings LP on UNH, newest first. How the timeline and the estimate are built.

HWG Holdings LP held 16,839 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,839 shares
    Change vs previous 13F +2,892 shares

    1.43% of the 13F portfolio, value $6,181,260.

    13F-HR 0001599390-26-000004 filed by HWG Holdings LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,947 shares
    Change vs previous 13F +13,947 shares

    1.31% of the 13F portfolio, value $5,796,792.

    13F-HR 0001599390-26-000003 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -448 shares

    13F-HR 0001599390-25-000003 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 448 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $234,640.

    13F-HR 0001599390-25-000002 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 448 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $226,625.

    13F-HR 0001599390-25-000001 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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