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Disclosery

Keystone Financial Group: UNH position timeline

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

Keystone Financial Group held 2,007 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,007 shares
    Change vs previous 13F +167 shares

    0.05% of the 13F portfolio, value $834,353.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 1,840 shares
    Change vs previous 13F +193 shares

    0.04% of the 13F portfolio, value $525,083.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 1,647 shares
    Change vs previous 13F -61 shares

    0.04% of the 13F portfolio, value $543,811.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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/A 1,708 shares
    Change vs previous 13F +51 shares

    0.04% of the 13F portfolio, value $587,555.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 1,657 shares
    Change vs previous 13F -1,090 shares

    0.05% of the 13F portfolio, value $500,794.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 2,747 shares
    Change vs previous 13F +103 shares

    0.14% of the 13F portfolio, value $1,398,787.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 2,644 shares
    Change vs previous 13F +382 shares

    0.13% of the 13F portfolio, value $1,343,258.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 2,262 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,322,565.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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