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Disclosery

NewEdge Advisors, LLC: UNH position timeline

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

NewEdge Advisors, LLC held 94,610 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,610 shares
    Change vs previous 13F +11,591 shares

    0.12% of the 13F portfolio, value $39,322,359.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 83,019 shares
    Change vs previous 13F -28,917 shares

    0.08% of the 13F portfolio, value $22,464,120.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 111,936 shares
    Change vs previous 13F +3,141 shares

    0.13% of the 13F portfolio, value $36,951,348.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 108,795 shares
    Change vs previous 13F -6,320 shares

    0.17% of the 13F portfolio, value $37,566,842.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 115,115 shares
    Change vs previous 13F -8,092 shares

    0.19% of the 13F portfolio, value $35,912,477.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 123,207 shares
    Change vs previous 13F -1,120 shares

    0.38% of the 13F portfolio, value $64,529,902.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 124,327 shares
    Change vs previous 13F +3,729 shares

    0.38% of the 13F portfolio, value $62,892,270.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 120,598 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $70,510,802.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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