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Disclosery

Leeward Financial Partners, LLC: UNH position timeline

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

Leeward Financial Partners, LLC held 12,411 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,411 shares
    Change vs previous 13F +11 shares

    1.35% of the 13F portfolio, value $5,158,437.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 12,400 shares
    Change vs previous 13F +283 shares

    1% of the 13F portfolio, value $3,355,276.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 12,117 shares
    Change vs previous 13F +213 shares

    1.12% of the 13F portfolio, value $3,999,992.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 11,904 shares
    Change vs previous 13F +408 shares

    1.17% of the 13F portfolio, value $4,110,349.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 11,496 shares
    Change vs previous 13F +10,550 shares

    1.14% of the 13F portfolio, value $3,586,454.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 946 shares
    Change vs previous 13F -1,198 shares

    0.19% of the 13F portfolio, value $495,620.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 2,144 shares
    Change vs previous 13F -342 shares

    0.39% of the 13F portfolio, value $1,084,711.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 2,486 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,453,684.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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