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Disclosery

Newton One Investments LLC: UNH position timeline

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

Newton One Investments LLC held 496 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 496 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $182,094.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 630 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $261,796.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    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 626 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $169,505.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 622 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $205,267.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 618 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $213,360.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 614 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $191,588.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    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 610 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $319,378.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 611 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $309,244.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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