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OneDigital Investment Advisors LLC: UNH position timeline

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

OneDigital Investment Advisors LLC held 54,979 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,979 shares
    Change vs previous 13F +14,028 shares

    0.19% of the 13F portfolio, value $22,851,112.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors 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 40,951 shares
    Change vs previous 13F +4,325 shares

    0.11% of the 13F portfolio, value $11,081,041.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors 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 36,626 shares
    Change vs previous 13F -1,315 shares

    0.12% of the 13F portfolio, value $12,090,720.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors 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 37,941 shares
    Change vs previous 13F -1,048 shares

    0.13% of the 13F portfolio, value $13,100,932.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors 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 38,989 shares
    Change vs previous 13F +6,141 shares

    0.14% of the 13F portfolio, value $12,163,508.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors 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 32,848 shares
    Change vs previous 13F -441 shares

    0.2% of the 13F portfolio, value $17,203,966.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors 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 33,289 shares
    Change vs previous 13F +3,056 shares

    0.2% of the 13F portfolio, value $16,839,386.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors 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 30,233 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,676,907.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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