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Disclosery

LPL Financial LLC: UNH position timeline

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

LPL Financial LLC held 1,279,144 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,279,144 shares
    Change vs previous 13F +7,950 shares

    0.12% of the 13F portfolio, value $531,650,741.

    13F-HR 0001403438-26-000004 filed by LPL 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 1,271,194 shares
    Change vs previous 13F +34,267 shares

    0.09% of the 13F portfolio, value $343,972,396.

    13F-HR 0001403438-26-000002 filed by LPL 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 1,236,927 shares
    Change vs previous 13F -62,521 shares

    0.11% of the 13F portfolio, value $408,321,881.

    13F-HR 0001403438-26-000001 filed by LPL 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 1,299,448 shares
    Change vs previous 13F +38,558 shares

    0.13% of the 13F portfolio, value $448,699,319.

    13F-HR 0001403438-25-000006 filed by LPL 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 1,260,890 shares
    Change vs previous 13F +211,238 shares

    0.13% of the 13F portfolio, value $393,359,873.

    13F-HR 0001403438-25-000005 filed by LPL 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 1,049,652 shares
    Change vs previous 13F +63,948 shares

    0.21% of the 13F portfolio, value $549,769,650.

    13F-HR 0001403438-25-000003 filed by LPL 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 985,704 shares
    Change vs previous 13F +89,760 shares

    0.2% of the 13F portfolio, value $498,682,340.

    13F-HR 0001403438-25-000002 filed by LPL 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 895,944 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $523,840,047.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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