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Disclosery

KKM Financial LLC: UNH position timeline

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

KKM Financial LLC held 38,062 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,062 shares
    Change vs previous 13F +27,993 shares

    2.16% of the 13F portfolio, value $15,798,942.

    13F-HR 0002001943-26-000003 filed by KKM Financial LLC
    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 10,069 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $3,323,878.

    13F-HR 0002001943-26-000002 filed by KKM Financial LLC
    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 10,069 shares
    Change vs previous 13F -182 shares

    0.59% of the 13F portfolio, value $3,323,878.

    13F-HR 0002001943-26-000001 filed by KKM Financial LLC
    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 10,251 shares
    Change vs previous 13F +3,291 shares

    1.11% of the 13F portfolio, value $3,539,670.

    13F-HR 0002001943-25-000010 filed by KKM Financial LLC
    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 6,960 shares
    Change vs previous 13F +1,169 shares

    0.76% of the 13F portfolio, value $2,171,311.

    13F-HR 0002001943-25-000003 filed by KKM Financial LLC
    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 5,791 shares
    Change vs previous 13F +352 shares

    1.28% of the 13F portfolio, value $3,033,036.

    13F-HR 0002001943-25-000002 filed by KKM Financial LLC
    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 5,439 shares
    Change vs previous 13F +206 shares

    1.15% of the 13F portfolio, value $2,751,373.

    13F-HR 0002001943-25-000001 filed by KKM Financial LLC
    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 5,233 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,059,630.

    13F-HR 0002001943-24-000006 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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