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Disclosery

J.W. COLE ADVISORS, INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on UNH, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 21,280 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,280 shares
    Change vs previous 13F +962 shares

    0.15% of the 13F portfolio, value $8,844,730.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, 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 20,318 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $5,497,953.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, 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 20,324 shares
    Change vs previous 13F -556 shares

    0.13% of the 13F portfolio, value $5,230,663.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, 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 20,880 shares
    Change vs previous 13F +1,236 shares

    0.14% of the 13F portfolio, value $7,209,974.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, 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 19,644 shares
    Change vs previous 13F +5,823 shares

    0.13% of the 13F portfolio, value $6,128,201.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, 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 13,821 shares
    Change vs previous 13F +1,820 shares

    0.22% of the 13F portfolio, value $7,238,636.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, 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 12,001 shares
    Change vs previous 13F +551 shares

    0.25% of the 13F portfolio, value $6,070,230.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, 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 11,450 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,694,040.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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