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Northern Financial Advisors Inc: UNH position timeline

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

Northern Financial Advisors Inc held 1,737 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,737 shares
    Change vs previous 13F +35 shares

    0.48% of the 13F portfolio, value $721,955.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors Inc
    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 1,702 shares
    Change vs previous 13F +540 shares

    0.34% of the 13F portfolio, value $460,548.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors Inc
    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 1,162 shares
    Change vs previous 13F -637 shares

    0.44% of the 13F portfolio, value $383,585.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,799 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $621,194.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,797 shares
    Change vs previous 13F -1,134 shares

    0.42% of the 13F portfolio, value $560,613.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,931 shares
    Change vs previous 13F -174 shares

    1.27% of the 13F portfolio, value $1,535,134.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 3,105 shares
    Change vs previous 13F -180 shares

    1.25% of the 13F portfolio, value $1,570,693.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,285 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,920,674.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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