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Disclosery

Monte Financial Group, LLC: UNH position timeline

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

Monte Financial Group, LLC held 2,811 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,811 shares
    Change vs previous 13F -37 shares

    0.37% of the 13F portfolio, value $1,164,739.

    13F-HR 0001951757-26-001172 filed by Monte Financial Group, 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 2,848 shares
    Change vs previous 13F +3 shares

    0.27% of the 13F portfolio, value $770,619.

    13F-HR 0001951757-26-000859 filed by Monte Financial Group, 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 2,845 shares
    Change vs previous 13F -3 shares

    0.35% of the 13F portfolio, value $939,137.

    13F-HR 0001951757-26-000274 filed by Monte Financial Group, 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 2,848 shares
    Change vs previous 13F -1,722 shares

    0.36% of the 13F portfolio, value $983,386.

    13F-HR 0001951757-25-001228 filed by Monte Financial Group, 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 4,570 shares
    Change vs previous 13F +161 shares

    0.55% of the 13F portfolio, value $1,425,677.

    13F-HR 0001951757-25-000942 filed by Monte Financial Group, 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 4,409 shares
    Change vs previous 13F +39 shares

    0.88% of the 13F portfolio, value $2,001,945.

    13F-HR 0001951757-25-000401 filed by Monte Financial Group, 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 4,370 shares
    Change vs previous 13F -17 shares

    0.95% of the 13F portfolio, value $2,210,743.

    13F-HR 0000950123-25-000412 filed by Monte Financial Group, 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 4,387 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,565,014.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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