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Neo Ivy Capital Management: UNH position timeline

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

Neo Ivy Capital Management held 4,386 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 4,386 shares
    Change vs previous 13F -6,386 shares

    0.42% of the 13F portfolio, value $1,822,953.

    13F-HR 0001727783-26-000006 filed by Neo Ivy 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 10,772 shares
    Change vs previous 13F +2,599 shares

    0.77% of the 13F portfolio, value $2,914,795.

    13F-HR 0001727783-26-000005 filed by Neo Ivy 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 8,173 shares
    Change vs previous 13F -2,683 shares

    0.43% of the 13F portfolio, value $2,697,989.

    13F-HR 0001727783-26-000004 filed by Neo Ivy 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 10,856 shares
    Change vs previous 13F +10,856 shares

    0.91% of the 13F portfolio, value $3,748,576.

    13F-HR 0001727783-25-000008 filed by Neo Ivy 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 0 shares
    Change vs previous 13F -1,064 shares

    13F-HR 0001727783-25-000007 filed by Neo Ivy Capital Management
    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.

  6. period ended2025-03-31
    13F 1,064 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $557,270.

    13F-HR 0001727783-25-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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