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OPTIMUM INVESTMENT ADVISORS: UNH position timeline

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

OPTIMUM INVESTMENT ADVISORS held 7,185 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,185 shares
    Change vs previous 13F -73 shares

    0.98% of the 13F portfolio, value $2,480,981.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,258 shares
    Change vs previous 13F -24 shares

    0.98% of the 13F portfolio, value $2,264,278.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,282 shares
    Change vs previous 13F -507 shares

    1.8% of the 13F portfolio, value $3,813,948.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,789 shares
    Change vs previous 13F -320 shares

    1.74% of the 13F portfolio, value $3,940,144.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,109 shares
    Change vs previous 13F -335 shares

    2.05% of the 13F portfolio, value $4,741,170.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,444 shares
    Change vs previous 13F -231 shares

    1.93% of the 13F portfolio, value $4,300,191.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,675 shares
    Change vs previous 13F +15 shares

    1.97% of the 13F portfolio, value $4,291,523.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,660 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $4,559,230.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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