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OKABENA INVESTMENT SERVICES INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OKABENA INVESTMENT SERVICES INC on UNH, newest first. How the timeline and the estimate are built.

OKABENA INVESTMENT SERVICES INC held 2,031 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,031 shares
    Change vs previous 13F -29 shares

    0.15% of the 13F portfolio, value $844,145.

    13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES 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 2,060 shares
    Change vs previous 13F -1,923 shares

    0.11% of the 13F portfolio, value $557,415.

    13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES 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 3,983 shares
    Change vs previous 13F +256 shares

    0.25% of the 13F portfolio, value $1,314,828.

    13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES 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 3,727 shares
    Change vs previous 13F -798 shares

    0.25% of the 13F portfolio, value $1,286,933.

    13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES 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 4,525 shares
    Change vs previous 13F +21 shares

    0.31% of the 13F portfolio, value $1,411,664.

    13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES 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 4,504 shares
    Change vs previous 13F +64 shares

    0.59% of the 13F portfolio, value $2,358,970.

    13F-HR 0000897101-25-000252 filed by OKABENA INVESTMENT SERVICES 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 4,440 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,246,018.

    13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES 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 4,440 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,595,979.

    13F-HR 0000897101-24-000561 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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