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Disclosery

Lantz Financial LLC: UNH position timeline

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

Lantz Financial LLC held 1,431 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,431 shares
    Change vs previous 13F +132 shares

    0.11% of the 13F portfolio, value $594,852.

    13F-HR 0001766883-26-000009 filed by Lantz 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 1,299 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $351,413.

    13F-HR 0001766883-26-000005 filed by Lantz 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 1,345 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $443,998.

    13F-HR 0001766883-26-000002 filed by Lantz 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 1,338 shares
    Change vs previous 13F +436 shares

    0.1% of the 13F portfolio, value $462,011.

    13F-HR 0001766883-25-000008 filed by Lantz 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 902 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $281,397.

    13F-HR 0001085146-25-003738 filed by Lantz 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 945 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $494,944.

    13F-HR 0001085146-25-001925 filed by Lantz 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 985 shares
    Change vs previous 13F -104 shares

    0.13% of the 13F portfolio, value $498,272.

    13F-HR 0001085146-25-000377 filed by Lantz 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 1,089 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $636,717.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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