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Disclosery

Invst, LLC: UNH position timeline

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

Invst, LLC held 3,772 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,772 shares
    Change vs previous 13F -296 shares

    0.15% of the 13F portfolio, value $1,567,825.

    13F-HR 0001867587-26-000005 filed by Invst, LLC
    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 4,068 shares
    Change vs previous 13F -2,376 shares

    0.12% of the 13F portfolio, value $1,100,773.

    13F-HR 0001867587-26-000004 filed by Invst, LLC
    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 6,444 shares
    Change vs previous 13F -3,292 shares

    0.23% of the 13F portfolio, value $2,127,390.

    13F-HR 0001867587-26-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,736 shares
    Change vs previous 13F +61 shares

    0.38% of the 13F portfolio, value $3,361,754.

    13F-HR 0001867587-26-000001 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,675 shares
    Change vs previous 13F +4,184 shares

    0.38% of the 13F portfolio, value $3,018,442.

    13F-HR 0001867587-25-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,491 shares
    Change vs previous 13F +4,102 shares

    0.39% of the 13F portfolio, value $2,875,855.

    13F-HR 0001867587-25-000003 filed by Invst, LLC
    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 1,389 shares
    Change vs previous 13F -96 shares

    0.09% of the 13F portfolio, value $702,738.

    13F-HR 0001867587-25-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,485 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $868,087.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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