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JAMES INVESTMENT RESEARCH, INC.: UNH position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 0 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,627 shares

    13F-HR 0000810384-25-000009 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,627 shares
    Change vs previous 13F -16,528 shares

    0.06% of the 13F portfolio, value $507,575.

    13F-HR 0000810384-25-000005 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,155 shares
    Change vs previous 13F -251 shares

    1.21% of the 13F portfolio, value $9,508,681.

    13F-HR 0000810384-25-000004 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 18,406 shares
    Change vs previous 13F -561 shares

    1.11% of the 13F portfolio, value $9,310,859.

    13F-HR 0000810384-25-000001 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,967 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $11,089,626.

    13F-HR 0000810384-24-000007 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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