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Disclosery

IMS Capital Management: UNH position timeline

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

IMS Capital Management held 7,273 UNH shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,273 shares
    Change vs previous 13F +511 shares

    1.16% of the 13F portfolio, value $2,511,429.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,762 shares
    Change vs previous 13F +3,145 shares

    0.99% of the 13F portfolio, value $2,109,577.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,617 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,894,426.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,617 shares
    Change vs previous 13F -9 shares

    0.85% of the 13F portfolio, value $1,829,696.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,626 shares
    Change vs previous 13F +25 shares

    0.95% of the 13F portfolio, value $2,120,050.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,601 shares
    Change vs previous 13F -131 shares

    0.97% of the 13F portfolio, value $2,090,921.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,732 shares
    Change vs previous 13F +88 shares

    0.86% of the 13F portfolio, value $1,846,220.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,644 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,918,457.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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