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NEVILLE RODIE & SHAW INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEVILLE RODIE & SHAW INC on UNH, newest first. How the timeline and the estimate are built.

NEVILLE RODIE & SHAW INC held 5,950 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,950 shares
    Change vs previous 13F -27 shares

    0.15% of the 13F portfolio, value $2,184,000.

    13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,977 shares
    Change vs previous 13F -1,602 shares

    0.16% of the 13F portfolio, value $2,484,000.

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,579 shares
    Change vs previous 13F -1,637 shares

    0.15% of the 13F portfolio, value $2,051,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,216 shares
    Change vs previous 13F -1,702 shares

    0.21% of the 13F portfolio, value $3,042,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,918 shares
    Change vs previous 13F -3,881 shares

    0.27% of the 13F portfolio, value $3,770,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,799 shares
    Change vs previous 13F -12,278 shares

    0.34% of the 13F portfolio, value $4,617,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,077 shares
    Change vs previous 13F +486 shares

    1.11% of the 13F portfolio, value $14,182,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,591 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $13,451,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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