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IFP Advisors, Inc: UNH position timeline

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

IFP Advisors, Inc held 39,233 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 39,233 shares
    Change vs previous 13F -5,562 shares

    0.29% of the 13F portfolio, value $16,306,412.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 44,795 shares
    Change vs previous 13F +19,343 shares

    0.25% of the 13F portfolio, value $12,121,079.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 25,452 shares
    Change vs previous 13F +12,497 shares

    0.19% of the 13F portfolio, value $8,401,960.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 12,955 shares
    Change vs previous 13F -7,728 shares

    0.12% of the 13F portfolio, value $4,473,362.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 20,683 shares
    Change vs previous 13F +3,545 shares

    0.18% of the 13F portfolio, value $6,462,016.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 17,138 shares
    Change vs previous 13F +911 shares

    0.28% of the 13F portfolio, value $8,976,744.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 16,227 shares
    Change vs previous 13F +413 shares

    0.27% of the 13F portfolio, value $8,210,773.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 15,814 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,248,760.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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