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LAZARI CAPITAL MANAGEMENT, INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on UNH, newest first. How the timeline and the estimate are built.

LAZARI CAPITAL MANAGEMENT, INC. held 8,680 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,680 shares
    Change vs previous 13F -29 shares

    1.11% of the 13F portfolio, value $3,607,640.

    13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 8,709 shares
    Change vs previous 13F +2,564 shares

    0.82% of the 13F portfolio, value $2,356,636.

    13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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/A 6,145 shares
    Change vs previous 13F +617 shares

    0.68% of the 13F portfolio, value $2,028,410.

    13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 5,528 shares
    Change vs previous 13F +2,064 shares

    0.64% of the 13F portfolio, value $1,908,891.

    13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 3,464 shares
    Change vs previous 13F +2,532 shares

    0.41% of the 13F portfolio, value $1,080,750.

    13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 932 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $487,985.

    13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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