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INDEPENDENT FINANCIAL GROUP, LLC: UNH position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 13,474 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,474 shares
    Change vs previous 13F +4,106 shares

    0.09% of the 13F portfolio, value $4,945,841.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,368 shares
    Change vs previous 13F -156 shares

    0.07% of the 13F portfolio, value $3,893,637.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 9,524 shares
    Change vs previous 13F +887 shares

    0.06% of the 13F portfolio, value $2,577,067.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,637 shares
    Change vs previous 13F +222 shares

    0.06% of the 13F portfolio, value $2,851,229.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,415 shares
    Change vs previous 13F -1,802 shares

    0.07% of the 13F portfolio, value $2,905,445.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,217 shares
    Change vs previous 13F +2,573 shares

    0.09% of the 13F portfolio, value $3,187,263.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,644 shares
    Change vs previous 13F -1,243 shares

    0.14% of the 13F portfolio, value $4,003,697.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,887 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,495,578.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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