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Disclosery

Oak Asset Management, LLC: UNH position timeline

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

Oak Asset Management, LLC held 3,580 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,580 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,314,146.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,580 shares
    Change vs previous 13F -183 shares

    0.48% of the 13F portfolio, value $1,487,955.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, 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 3,763 shares
    Change vs previous 13F -50 shares

    0.35% of the 13F portfolio, value $1,018,230.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, 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 3,813 shares
    Change vs previous 13F -11 shares

    0.43% of the 13F portfolio, value $1,258,709.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, 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 3,824 shares
    Change vs previous 13F -560 shares

    0.45% of the 13F portfolio, value $1,320,427.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, 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 4,384 shares
    Change vs previous 13F -30 shares

    0.49% of the 13F portfolio, value $1,367,676.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, 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 4,414 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $2,311,833.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, 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 4,414 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,232,866.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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