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MARK SHEPTOFF FINANCIAL PLANNING, LLC: UNH position timeline

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

MARK SHEPTOFF FINANCIAL PLANNING, LLC held 3,268 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,268 shares
    Change vs previous 13F +30 shares

    0.72% of the 13F portfolio, value $1,358,279.

    13F-HR 0001214659-26-010032 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 3,238 shares
    Change vs previous 13F -6,011 shares

    0.62% of the 13F portfolio, value $1,178,211.

    13F-HR 0001214659-26-005887 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 9,249 shares
    Change vs previous 13F -1,917 shares

    1.46% of the 13F portfolio, value $3,053,187.

    13F-HR 0001214659-26-001538 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 11,166 shares
    Change vs previous 13F +1,369 shares

    1.85% of the 13F portfolio, value $3,855,620.

    13F-HR 0001214659-25-016387 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 9,797 shares
    Change vs previous 13F -14,346 shares

    1.63% of the 13F portfolio, value $3,056,370.

    13F-HR 0001214659-25-011623 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 24,143 shares
    Change vs previous 13F -1,795 shares

    6.97% of the 13F portfolio, value $12,644,803.

    13F-HR 0001214659-25-007445 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 25,938 shares
    Change vs previous 13F -1,980 shares

    7.04% of the 13F portfolio, value $13,120,907.

    13F-HR 0001214659-25-002424 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 27,918 shares
    Change vs previous 13F not available

    8.67% of the 13F portfolio, value $16,322,992.

    13F-HR 0001214659-24-019213 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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