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Disclosery

JNBA Financial Advisors: UNH position timeline

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

JNBA Financial Advisors held 4,505 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 4,505 shares
    Change vs previous 13F +76 shares

    0.14% of the 13F portfolio, value $1,872,317.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 4,429 shares
    Change vs previous 13F -174 shares

    0.1% of the 13F portfolio, value $1,198,381.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 4,603 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,519,617.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 4,603 shares
    Change vs previous 13F +78 shares

    0.14% of the 13F portfolio, value $1,589,542.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 4,525 shares
    Change vs previous 13F -94 shares

    0.14% of the 13F portfolio, value $1,411,779.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 4,619 shares
    Change vs previous 13F -13 shares

    0.25% of the 13F portfolio, value $2,419,393.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 4,632 shares
    Change vs previous 13F -54 shares

    0.24% of the 13F portfolio, value $2,343,329.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 4,686 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,740,024.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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