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Northeast Financial Consultants Inc: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on UNH, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 4,587 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,587 shares
    Change vs previous 13F -1,486 shares

    0.06% of the 13F portfolio, value $1,431,007.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 6,073 shares
    Change vs previous 13F -4,533 shares

    0.14% of the 13F portfolio, value $3,180,734.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,606 shares
    Change vs previous 13F +96 shares

    0.23% of the 13F portfolio, value $5,365,012.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,510 shares
    Change vs previous 13F -27 shares

    0.27% of the 13F portfolio, value $6,144,826.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,537 shares
    Change vs previous 13F -103 shares

    0.25% of the 13F portfolio, value $5,365,932.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,640 shares
    Change vs previous 13F +325 shares

    0.26% of the 13F portfolio, value $5,263,795.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 10,315 shares
    Change vs previous 13F -36 shares

    0.3% of the 13F portfolio, value $5,430,620.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 10,351 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,219,115.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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