KMG FIDUCIARY PARTNERS, LLC: UNH position timeline

KMG FIDUCIARY PARTNERS, LLC held 7,590 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 7,590 shares

   Change vs previous 13F -1,365 shares

   0.27% of the 13F portfolio, value $2,786,125.

   13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
   Accepted 2026-10-13 23:22:38 UTC, ingested 2026-10-15 02:15:52 UTC

2. period ended2026-06-30

   13F 8,955 shares

   Change vs previous 13F -11,132 shares

   0.35% of the 13F portfolio, value $3,721,789.

   13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 20,087 shares

   Change vs previous 13F -76 shares

   0.4% of the 13F portfolio, value $5,435,356.

   13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 20,163 shares

   Change vs previous 13F +3,895 shares

   0.47% of the 13F portfolio, value $6,655,921.

   13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 16,268 shares

   Change vs previous 13F +1,383 shares

   0.38% of the 13F portfolio, value $5,617,491.

   13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 14,885 shares

   Change vs previous 13F -4,006 shares

   0.34% of the 13F portfolio, value $4,643,539.

   13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 18,891 shares

   Change vs previous 13F +4,992 shares

   0.82% of the 13F portfolio, value $9,894,342.

   13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 13,899 shares

   Change vs previous 13F not available

   0.58% of the 13F portfolio, value $7,031,017.

   13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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