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Pathway Financial Advisers, LLC: UNH position timeline

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

Pathway Financial Advisers, LLC held 7,920 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,920 shares
    Change vs previous 13F -23 shares

    0.83% of the 13F portfolio, value $3,291,728.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 7,943 shares
    Change vs previous 13F -97 shares

    0.61% of the 13F portfolio, value $2,149,376.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 8,040 shares
    Change vs previous 13F -164 shares

    0.77% of the 13F portfolio, value $2,654,223.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 8,204 shares
    Change vs previous 13F +983 shares

    0.82% of the 13F portfolio, value $2,798,785.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 7,221 shares
    Change vs previous 13F +457 shares

    0.73% of the 13F portfolio, value $2,252,766.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 6,764 shares
    Change vs previous 13F +88 shares

    1.21% of the 13F portfolio, value $3,542,641.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 6,676 shares
    Change vs previous 13F +1 shares

    1.13% of the 13F portfolio, value $3,377,112.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 6,675 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $3,902,885.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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