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Lindenwold Advisors, INC: UNH position timeline

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

Lindenwold Advisors, INC held 5,250 UNH shares at 2025-09-30 per its 13F-HR filed 2025-12-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,250 shares
    Change vs previous 13F -3,441 shares

    0.86% of the 13F portfolio, value $1,812,825.

    13F-HR 0001874374-25-000002 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,691 shares
    Change vs previous 13F +240 shares

    1.41% of the 13F portfolio, value $2,711,331.

    13F-HR 0001085146-25-004151 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,451 shares
    Change vs previous 13F +742 shares

    2.46% of the 13F portfolio, value $4,426,211.

    13F-HR 0001085146-25-002830 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,709 shares
    Change vs previous 13F -1,198 shares

    2.08% of the 13F portfolio, value $3,899,675.

    13F-HR 0001085146-25-000958 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,907 shares
    Change vs previous 13F +37 shares

    2.62% of the 13F portfolio, value $5,207,745.

    13F-HR 0001085146-24-005435 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,870 shares
    Change vs previous 13F -56 shares

    2.41% of the 13F portfolio, value $4,517,136.

    13F-HR 0001085146-24-003770 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,926 shares
    Change vs previous 13F -195 shares

    2.36% of the 13F portfolio, value $4,415,692.

    13F-HR 0001085146-24-002368 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,121 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $4,801,933.

    13F-HR 0001085146-24-000901 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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