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Disclosery

Narwhal Capital Management: UNH position timeline

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

Narwhal Capital Management held 4,500 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,500 shares
    Change vs previous 13F -54 shares

    0.13% of the 13F portfolio, value $1,870,358.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 4,554 shares
    Change vs previous 13F -988 shares

    0.09% of the 13F portfolio, value $1,232,282.

    13F-HR 0001461287-26-000002 filed by Narwhal Capital Management
    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 5,542 shares
    Change vs previous 13F -1,801 shares

    0.13% of the 13F portfolio, value $1,829,498.

    13F-HR 0001461287-26-000001 filed by Narwhal Capital Management
    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 7,343 shares
    Change vs previous 13F -6,770 shares

    0.19% of the 13F portfolio, value $2,535,568.

    13F-HR 0001461287-25-000005 filed by Narwhal Capital Management
    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 14,113 shares
    Change vs previous 13F -10,380 shares

    0.35% of the 13F portfolio, value $4,402,859.

    13F-HR 0001085146-25-004109 filed by Narwhal Capital Management
    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 24,493 shares
    Change vs previous 13F -11,668 shares

    1.14% of the 13F portfolio, value $12,828,273.

    13F-HR 0001085146-25-002254 filed by Narwhal Capital Management
    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 36,161 shares
    Change vs previous 13F -6,687 shares

    1.62% of the 13F portfolio, value $18,292,539.

    13F-HR 0001085146-25-000391 filed by Narwhal Capital Management
    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 42,848 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $25,052,576.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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