Skip to content
Disclosery

ODonnell Financial Services, LLC: UNH position timeline

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

ODonnell Financial Services, LLC held 1,239 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 1,239 shares
    Change vs previous 13F +15 shares

    0.15% of the 13F portfolio, value $514,966.

    13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, 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 1,224 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $331,202.

    13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, 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 1,224 shares
    Change vs previous 13F -117 shares

    0.14% of the 13F portfolio, value $404,055.

    13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, 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 1,341 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $463,047.

    13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, 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 1,316 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $410,553.

    13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, 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 1,328 shares
    Change vs previous 13F +12 shares

    0.29% of the 13F portfolio, value $695,540.

    13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, 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 1,316 shares
    Change vs previous 13F -120 shares

    0.31% of the 13F portfolio, value $742,882.

    13F-HR 0001085146-25-000450 filed by ODonnell Financial Services, 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 1,436 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $839,600.

    13F-HR 0001085146-24-005047 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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