Investment Advisory Group, LLC: UNH position timeline

Investment Advisory Group, LLC held 498 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 498 shares

   Change vs previous 13F +498 shares

   0.04% of the 13F portfolio, value $207,159.

   13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
   Filed 2026-08-06 (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 -533 shares

   13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
   Filed 2025-07-25 (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 533 shares

   Change vs previous 13F +4 shares

   0.09% of the 13F portfolio, value $278,951.

   13F-HR 0001951757-25-000353 filed by Investment Advisory Group, LLC
   Filed 2025-04-14 (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 529 shares

   Change vs previous 13F +17 shares

   0.09% of the 13F portfolio, value $267,804.

   13F-HR 0001951757-25-000066 filed by Investment Advisory Group, LLC
   Filed 2025-01-17 (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 512 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $299,479.

   13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
   Filed 2024-10-15 (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).