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PFG Investments, LLC: UNH position timeline

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

PFG Investments, LLC held 10,130 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,130 shares
    Change vs previous 13F -597 shares

    0.16% of the 13F portfolio, value $4,210,241.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 10,727 shares
    Change vs previous 13F -1,173 shares

    0.14% of the 13F portfolio, value $2,902,557.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 11,900 shares
    Change vs previous 13F -1,675 shares

    0.19% of the 13F portfolio, value $3,928,278.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 13,575 shares
    Change vs previous 13F +1,782 shares

    0.24% of the 13F portfolio, value $4,687,501.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 11,793 shares
    Change vs previous 13F +3,127 shares

    0.22% of the 13F portfolio, value $3,678,980.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 8,666 shares
    Change vs previous 13F -1,829 shares

    0.29% of the 13F portfolio, value $4,538,728.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 10,495 shares
    Change vs previous 13F -1,033 shares

    0.33% of the 13F portfolio, value $5,309,077.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 11,528 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,740,220.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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