Investmark Advisory Group LLC: UNH position timeline

Investmark Advisory Group LLC held 581 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 581 shares

   Change vs previous 13F +581 shares

   0.09% of the 13F portfolio, value $241,417.

   13F-HR 0001172661-26-003182 filed by Investmark Advisory Group LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -545 shares

   13F-HR 0001172661-25-003439 filed by Investmark Advisory Group LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 545 shares

   Change vs previous 13F +1 shares

   0.14% of the 13F portfolio, value $285,580.

   13F-HR 0001172661-25-002023 filed by Investmark Advisory Group LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 544 shares

   Change vs previous 13F -187 shares

   0.13% of the 13F portfolio, value $275,267.

   13F-HR 0001172661-25-001322 filed by Investmark Advisory Group LLC
   Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 731 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $427,451.

   13F-HR 0001172661-24-005067 filed by Investmark Advisory Group LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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