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Investment Research & Advisory Group, Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Research & Advisory Group, Inc. on UNH, newest first. How the timeline and the estimate are built.

Investment Research & Advisory Group, Inc. held 18 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $35,329.

    13F-HR 0001802136-26-000004 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 18 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $17,588.

    13F-HR 0001802136-26-000003 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,593.

    13F-HR 0001802136-26-000001 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $7,942.

    13F-HR 0001802136-25-000006 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15 shares
    Change vs previous 13F -6,418 shares

    <0.01% of the 13F portfolio, value $4,680.

    13F-HR 0001802136-25-000004 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,433 shares
    Change vs previous 13F +127 shares

    1.41% of the 13F portfolio, value $3,369,351.

    13F-HR 0001802136-25-000003 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,306 shares
    Change vs previous 13F -18 shares

    1.32% of the 13F portfolio, value $3,189,968.

    13F-HR 0001802136-25-000001 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,324 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,697,521.

    13F-HR 0001802136-24-000005 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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