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NEOS Investment Management LLC: UNH position timeline

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

NEOS Investment Management LLC held 146,956 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,956 shares
    Change vs previous 13F +14,494 shares

    0.23% of the 13F portfolio, value $61,079,322.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 132,462 shares
    Change vs previous 13F -31 shares

    0.18% of the 13F portfolio, value $35,842,893.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 132,493 shares
    Change vs previous 13F +14,504 shares

    0.25% of the 13F portfolio, value $43,737,263.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 117,989 shares
    Change vs previous 13F +36,236 shares

    0.31% of the 13F portfolio, value $40,741,601.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 81,753 shares
    Change vs previous 13F +15,137 shares

    0.32% of the 13F portfolio, value $25,504,483.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 66,616 shares
    Change vs previous 13F +18,259 shares

    0.66% of the 13F portfolio, value $34,890,130.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 48,357 shares
    Change vs previous 13F +9,403 shares

    0.58% of the 13F portfolio, value $24,461,872.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 38,954 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $22,775,625.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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