MARSHALL & SULLIVAN INC /WA/: UNH position timeline

MARSHALL & SULLIVAN INC /WA/ held 12,229 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 12,229 shares

   Change vs previous 13F +298 shares

   1.96% of the 13F portfolio, value $4,222,674.

   13F-HR 0001420506-25-002850 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 11,931 shares

   Change vs previous 13F +16 shares

   1.79% of the 13F portfolio, value $3,722,115.

   13F-HR 0001420506-25-001492 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 11,915 shares

   Change vs previous 13F -77 shares

   3.17% of the 13F portfolio, value $6,240,482.

   13F-HR 0001420506-25-000751 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 11,992 shares

   Change vs previous 13F +10 shares

   2.96% of the 13F portfolio, value $6,066,274.

   13F-HR 0001420506-25-000019 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 11,982 shares

   Change vs previous 13F -218 shares

   3.36% of the 13F portfolio, value $7,005,636.

   13F-HR 0001420506-24-002085 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 12,200 shares

   Change vs previous 13F -176 shares

   3.1% of the 13F portfolio, value $6,212,972.

   13F-HR 0001420506-24-001102 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 12,376 shares

   Change vs previous 13F -84 shares

   3.03% of the 13F portfolio, value $6,122,408.

   13F-HR 0001420506-24-000573 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 12,460 shares

   Change vs previous 13F not available

   3.47% of the 13F portfolio, value $6,559,817.

   13F-HR 0001420506-24-000019 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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