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Disclosery

McLean Asset Management Corp: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McLean Asset Management Corp on UNH, newest first. How the timeline and the estimate are built.

McLean Asset Management Corp held 2,041 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,041 shares
    Change vs previous 13F +90 shares

    0.11% of the 13F portfolio, value $845,754.

    13F-HR 0001833140-26-000003 filed by McLean Asset Management Corp
    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 1,951 shares
    Change vs previous 13F -49 shares

    0.09% of the 13F portfolio, value $528,000.

    13F-HR 0001833140-26-000002 filed by McLean Asset Management Corp
    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 2,000 shares
    Change vs previous 13F +32 shares

    0.12% of the 13F portfolio, value $669,773.

    13F-HR 0001833140-26-000001 filed by McLean Asset Management Corp
    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 1,968 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $706,237.

    13F-HR 0001833140-25-000010 filed by McLean Asset Management Corp
    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 1,947 shares
    Change vs previous 13F -113 shares

    0.16% of the 13F portfolio, value $598,794.

    13F-HR 0001833140-25-000004 filed by McLean Asset Management Corp
    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 2,060 shares
    Change vs previous 13F -82 shares

    0.38% of the 13F portfolio, value $1,139,533.

    13F-HR 0001833140-25-000002 filed by McLean Asset Management Corp
    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 2,142 shares
    Change vs previous 13F +65 shares

    0.33% of the 13F portfolio, value $1,083,464.

    13F-HR 0001833140-25-000001 filed by McLean Asset Management Corp
    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 2,077 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,228,085.

    13F-HR 0001833140-24-000008 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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