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Disclosery

PFW Advisors LLC: UNH position timeline

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

PFW Advisors LLC held 2,597 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,597 shares
    Change vs previous 13F +17 shares

    0.28% of the 13F portfolio, value $953,307.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,580 shares
    Change vs previous 13F +13 shares

    0.31% of the 13F portfolio, value $1,072,325.

    13F-HR 0001989744-26-000003 filed by PFW Advisors 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 2,567 shares
    Change vs previous 13F -45 shares

    0.22% of the 13F portfolio, value $694,605.

    13F-HR 0001989744-26-000002 filed by PFW Advisors 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 2,612 shares
    Change vs previous 13F -110 shares

    0.26% of the 13F portfolio, value $862,247.

    13F-HR 0001989744-26-000001 filed by PFW Advisors 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 2,722 shares
    Change vs previous 13F +408 shares

    0.28% of the 13F portfolio, value $939,907.

    13F-HR 0001989744-25-000005 filed by PFW Advisors 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 2,314 shares
    Change vs previous 13F -627 shares

    0.22% of the 13F portfolio, value $721,899.

    13F-HR 0001989744-25-000004 filed by PFW Advisors 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 2,941 shares
    Change vs previous 13F -77 shares

    0.48% of the 13F portfolio, value $1,540,349.

    13F-HR 0001989744-25-000002 filed by PFW Advisors 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 3,018 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,526,685.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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