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Mayflower Financial Advisors, LLC: UNH position timeline

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

Mayflower Financial Advisors, LLC held 4,587 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,587 shares
    Change vs previous 13F +185 shares

    0.16% of the 13F portfolio, value $1,906,613.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 4,402 shares
    Change vs previous 13F -374 shares

    0.14% of the 13F portfolio, value $1,191,057.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial Advisors, 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 4,776 shares
    Change vs previous 13F -459 shares

    0.19% of the 13F portfolio, value $1,576,738.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial Advisors, 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 5,235 shares
    Change vs previous 13F -24 shares

    0.23% of the 13F portfolio, value $1,807,601.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial Advisors, 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 5,259 shares
    Change vs previous 13F +1,184 shares

    0.23% of the 13F portfolio, value $1,640,610.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial Advisors, 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 4,075 shares
    Change vs previous 13F -358 shares

    0.32% of the 13F portfolio, value $2,134,214.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, 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 4,433 shares
    Change vs previous 13F +161 shares

    0.34% of the 13F portfolio, value $2,242,412.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 4,272 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,497,678.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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