KELLY LAWRENCE W & ASSOCIATES INC/CA: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY LAWRENCE W & ASSOCIATES INC/CA on UNH, newest first. How the timeline and the estimate are built.
KELLY LAWRENCE W & ASSOCIATES INC/CA held 36,429 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 36,429 sharesChange vs previous 13F -120 shares
3.24% of the 13F portfolio, value $15,140,986.
13F-HR 0000920441-26-000003 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,549 sharesChange vs previous 13F -1,990 shares
2.75% of the 13F portfolio, value $9,889,794.
13F-HR 0000920441-26-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,539 sharesChange vs previous 13F -140 shares
3.1% of the 13F portfolio, value $12,722,109.
13F-HR 0000920441-26-000001 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,679 sharesChange vs previous 13F -111 shares
3.24% of the 13F portfolio, value $13,355,858.
13F-HR 0000920441-25-000008 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,790 sharesChange vs previous 13F not available
3.17% of the 13F portfolio, value $12,101,316.
13F-HR 0000920441-25-000007 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).