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PENN DAVIS MCFARLAND INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENN DAVIS MCFARLAND INC on UNH, newest first. How the timeline and the estimate are built.

PENN DAVIS MCFARLAND INC held 136,259 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,259 shares
    Change vs previous 13F -87 shares

    5.04% of the 13F portfolio, value $56,633,328.

    13F-HR 0001108893-26-000004 filed by PENN DAVIS MCFARLAND 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 136,346 shares
    Change vs previous 13F -1,003 shares

    3.61% of the 13F portfolio, value $36,893,864.

    13F-HR 0001108893-26-000003 filed by PENN DAVIS MCFARLAND 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 137,349 shares
    Change vs previous 13F +1,662 shares

    4.34% of the 13F portfolio, value $45,340,278.

    13F-HR 0001108893-26-000001 filed by PENN DAVIS MCFARLAND 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 135,687 shares
    Change vs previous 13F +1,183 shares

    4.84% of the 13F portfolio, value $46,852,721.

    13F-HR 0001108893-25-000007 filed by PENN DAVIS MCFARLAND 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 134,504 shares
    Change vs previous 13F +63,819 shares

    4.73% of the 13F portfolio, value $41,961,213.

    13F-HR 0001108893-25-000005 filed by PENN DAVIS MCFARLAND INC
    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 70,685 shares
    Change vs previous 13F +3,138 shares

    4.38% of the 13F portfolio, value $37,021,269.

    13F-HR 0001108893-25-000003 filed by PENN DAVIS MCFARLAND INC
    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 67,547 shares
    Change vs previous 13F +12,085 shares

    3.72% of the 13F portfolio, value $34,169,325.

    13F-HR 0001108893-25-000001 filed by PENN DAVIS MCFARLAND INC
    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 55,462 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $32,427,522.

    13F-HR 0001108893-24-000006 filed by PENN DAVIS MCFARLAND INC
    Filed (acceptance time not in the bulk data set), ingested

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