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Disclosery

IEQ CAPITAL, LLC: UNH position timeline

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

IEQ CAPITAL, LLC held 179,199 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,199 shares
    Change vs previous 13F +34,376 shares

    0.34% of the 13F portfolio, value $74,480,136.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 144,823 shares
    Change vs previous 13F -12,329 shares

    0.18% of the 13F portfolio, value $39,187,770.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 157,152 shares
    Change vs previous 13F -12,729 shares

    0.16% of the 13F portfolio, value $51,877,609.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 169,881 shares
    Change vs previous 13F +96,578 shares

    0.18% of the 13F portfolio, value $58,659,730.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 73,303 shares
    Change vs previous 13F -13,753 shares

    0.14% of the 13F portfolio, value $22,868,413.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 87,056 shares
    Change vs previous 13F +31,914 shares

    0.36% of the 13F portfolio, value $45,595,361.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 55,142 shares
    Change vs previous 13F -10,990 shares

    0.27% of the 13F portfolio, value $27,894,142.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 66,132 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $38,665,712.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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