Skip to content

INVERNESS COUNSEL LLC /NY/: UNH position timeline

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

INVERNESS COUNSEL LLC /NY/ held 104,795 UNH shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 104,795 shares
    Change vs previous 13F -26,572 shares

    2.94% of the 13F portfolio, value $52,926,000.

    13F-HR 0000866361-22-000005 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 131,367 shares
    Change vs previous 13F -4,642 shares

    3.79% of the 13F portfolio, value $67,474,000.

    13F-HR 0000866361-22-000004 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 136,009 shares
    Change vs previous 13F -1,860 shares

    3.11% of the 13F portfolio, value $69,361,000.

    13F-HR 0000866361-22-000003 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 137,869 shares
    Change vs previous 13F -25,238 shares

    2.55% of the 13F portfolio, value $69,230,000.

    13F-HR 0000866361-22-000002 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 163,107 shares
    Change vs previous 13F +2,934 shares

    2.34% of the 13F portfolio, value $63,732,000.

    13F-HR 0000866361-21-000005 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 160,173 shares
    Change vs previous 13F +1,722 shares

    2.34% of the 13F portfolio, value $64,140,000.

    13F-HR 0000866361-21-000004 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 158,451 shares
    Change vs previous 13F +21,256 shares

    2.44% of the 13F portfolio, value $58,955,000.

    13F-HR 0000866361-21-000003 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 137,195 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $48,112,000.

    13F-HR 0000866361-21-000002 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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