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Disclosery

LRI Investments, LLC: UNH position timeline

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

LRI Investments, LLC held 19,360 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,360 shares
    Change vs previous 13F +35 shares

    0.09% of the 13F portfolio, value $1,118,785.

    13F-HR 0002023325-26-000003 filed by LRI Investments, 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 19,325 shares
    Change vs previous 13F +520 shares

    0.06% of the 13F portfolio, value $724,572.

    13F-HR 0002023325-26-000002 filed by LRI Investments, 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 18,805 shares
    Change vs previous 13F +278 shares

    0.06% of the 13F portfolio, value $708,873.

    13F-HR 0002023325-26-000001 filed by LRI Investments, 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 18,527 shares
    Change vs previous 13F +233 shares

    0.05% of the 13F portfolio, value $644,521.

    13F-HR 0002023325-25-000006 filed by LRI Investments, 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 18,294 shares
    Change vs previous 13F -454 shares

    0.04% of the 13F portfolio, value $511,293.

    13F-HR 0002023325-25-000003 filed by LRI Investments, 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 18,748 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $1,085,009.

    13F-HR 0002023325-25-000002 filed by LRI Investments, 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 18,643 shares
    Change vs previous 13F +85 shares

    0.1% of the 13F portfolio, value $995,057.

    13F-HR 0002056315-25-000004 filed by LRI Investments, 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 18,558 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,113,787.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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