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J.Safra Asset Management Corp: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on UNH, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 8,220 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 8,220 shares
    Change vs previous 13F +2,104 shares

    0.16% of the 13F portfolio, value $3,416,455.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 6,116 shares
    Change vs previous 13F +309 shares

    0.09% of the 13F portfolio, value $1,655,016.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 5,807 shares
    Change vs previous 13F +3,691 shares

    0.1% of the 13F portfolio, value $1,917,059.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 2,116 shares
    Change vs previous 13F +149 shares

    0.04% of the 13F portfolio, value $730,552.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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/A 1,967 shares
    Change vs previous 13F +491 shares

    0.04% of the 13F portfolio, value $613,673.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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/A 1,476 shares
    Change vs previous 13F -413 shares

    0.06% of the 13F portfolio, value $773,262.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 1,889 shares
    Change vs previous 13F +541 shares

    0.08% of the 13F portfolio, value $959,234.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 1,348 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $784,334.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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