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Disclosery

NavPoint Financial, Inc.: UNH position timeline

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

NavPoint Financial, Inc. held 1,215 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,215 shares
    Change vs previous 13F -80 shares

    0.19% of the 13F portfolio, value $504,917.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 1,295 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $350,420.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 1,294 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $427,299.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 1,294 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $446,782.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 1,293 shares
    Change vs previous 13F +78 shares

    0.24% of the 13F portfolio, value $403,501.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 1,215 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $636,263.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    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 1,215 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $614,530.

    13F-HR 0001667731-25-000117 filed by NavPoint Financial, Inc.
    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 1,215 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $710,283.

    13F-HR 0002009813-24-000004 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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