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Parsonex Advisory Services, Inc.: UNH position timeline

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

Parsonex Advisory Services, Inc. held 9,219 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,219 shares
    Change vs previous 13F +232 shares

    3.33% of the 13F portfolio, value $3,831,693.

    13F-HR 0002107398-26-000008 filed by Parsonex Advisory 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 8,987 shares
    Change vs previous 13F +292 shares

    2.38% of the 13F portfolio, value $2,431,792.

    13F-HR 0002107398-26-000004 filed by Parsonex Advisory 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 8,695 shares
    Change vs previous 13F +739 shares

    1.83% of the 13F portfolio, value $2,870,328.

    13F-HR 0002107398-26-000001 filed by Parsonex Advisory 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 7,956 shares
    Change vs previous 13F +6,112 shares

    1.87% of the 13F portfolio, value $2,747,207.

    13F-HR 0002107398-26-000003 filed by Parsonex Advisory 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 1,844 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $575,273.

    13F-HR 0002107398-26-000002 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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