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Disclosery

Lokken Investment Group LLC: UNH position timeline

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

Lokken Investment Group LLC held 5,944 UNH shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,944 shares
    Change vs previous 13F +3,176 shares

    0.7% of the 13F portfolio, value $2,052,495.

    13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
    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 2,768 shares
    Change vs previous 13F +421 shares

    0.33% of the 13F portfolio, value $863,552.

    13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,347 shares
    Change vs previous 13F +36 shares

    0.52% of the 13F portfolio, value $1,229,016.

    13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
    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 2,311 shares
    Change vs previous 13F -36 shares

    0.5% of the 13F portfolio, value $1,169,202.

    13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
    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 2,347 shares
    Change vs previous 13F -20 shares

    0.57% of the 13F portfolio, value $1,372,190.

    13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
    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 2,367 shares
    Change vs previous 13F -1,413 shares

    0.57% of the 13F portfolio, value $1,205,355.

    13F-HR 0001754960-24-000414 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,780 shares
    Change vs previous 13F +75 shares

    0.93% of the 13F portfolio, value $1,869,820.

    13F-HR 0001754960-24-000213 filed by Lokken Investment Group LLC
    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 3,705 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,950,771.

    13F-HR 0001754960-24-000086 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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