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Mustard Seed Financial, LLC: UNH position timeline

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

Mustard Seed Financial, LLC held 726 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 726 shares
    Change vs previous 13F -244 shares

    0.16% of the 13F portfolio, value $301,703.

    13F-HR 0001172661-26-003101 filed by Mustard Seed Financial, 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 970 shares
    Change vs previous 13F +970 shares

    0.16% of the 13F portfolio, value $262,473.

    13F-HR 0001172661-26-001541 filed by Mustard Seed Financial, 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 0 shares
    Change vs previous 13F -675 shares

    13F-HR 0001172661-26-000292 filed by Mustard Seed Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 675 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $233,078.

    13F-HR 0001172661-25-004333 filed by Mustard Seed Financial, 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 675 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $210,580.

    13F-HR 0001172661-25-002638 filed by Mustard Seed Financial, 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 675 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $353,532.

    13F-HR 0001172661-25-001695 filed by Mustard Seed Financial, 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 675 shares
    Change vs previous 13F -190 shares

    0.28% of the 13F portfolio, value $341,456.

    13F-HR 0001172661-25-000252 filed by Mustard Seed Financial, 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 865 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $505,749.

    13F-HR 0001172661-24-004253 filed by Mustard Seed Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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