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MONTANOVA CAPITAL, LLC: UNH position timeline

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

MONTANOVA CAPITAL, LLC held 64,130 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,130 shares
    Change vs previous 13F -36,500 shares

    0.56% of the 13F portfolio, value $26,654,352.

    13F-HR 0001172661-26-003727 filed by MONTANOVA CAPITAL, 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 100,630 shares
    Change vs previous 13F -10,690 shares

    0.74% of the 13F portfolio, value $27,229,472.

    13F-HR 0001172661-26-002340 filed by MONTANOVA CAPITAL, 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 111,320 shares
    Change vs previous 13F +15,100 shares

    0.92% of the 13F portfolio, value $36,747,845.

    13F-HR 0001172661-26-001088 filed by MONTANOVA CAPITAL, 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 96,220 shares
    Change vs previous 13F +28,220 shares

    1.01% of the 13F portfolio, value $33,224,766.

    13F-HR 0001172661-25-004838 filed by MONTANOVA CAPITAL, 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 68,000 shares
    Change vs previous 13F +38,100 shares

    0.8% of the 13F portfolio, value $21,213,960.

    13F-HR 0001172661-25-003289 filed by MONTANOVA CAPITAL, 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 29,900 shares
    Change vs previous 13F -45,298 shares

    0.63% of the 13F portfolio, value $15,660,125.

    13F-HR 0001172661-25-002306 filed by MONTANOVA CAPITAL, 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 75,198 shares
    Change vs previous 13F -71,647 shares

    1.41% of the 13F portfolio, value $38,039,660.

    13F-HR 0001172661-25-001039 filed by MONTANOVA CAPITAL, 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 146,845 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $85,857,335.

    13F-HR 0001172661-24-004788 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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