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Patriot Financial Group Insurance Agency, LLC: UNH position timeline

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

Patriot Financial Group Insurance Agency, LLC held 2,197 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,197 shares
    Change vs previous 13F -367 shares

    0.08% of the 13F portfolio, value $806,591.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,564 shares
    Change vs previous 13F -2,754 shares

    0.11% of the 13F portfolio, value $1,064,160.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,318 shares
    Change vs previous 13F +1,975 shares

    0.08% of the 13F portfolio, value $1,439,110.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,343 shares
    Change vs previous 13F -348 shares

    0.13% of the 13F portfolio, value $1,103,461.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,691 shares
    Change vs previous 13F -1,621 shares

    0.16% of the 13F portfolio, value $1,274,592.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,312 shares
    Change vs previous 13F +1,583 shares

    0.19% of the 13F portfolio, value $1,657,155.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,729 shares
    Change vs previous 13F +211 shares

    0.26% of the 13F portfolio, value $1,952,927.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,518 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,779,798.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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