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Disclosery

Phillip James Consulting Co.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phillip James Consulting Co. on UNH, newest first. How the timeline and the estimate are built.

Phillip James Consulting Co. held 1,373 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,373 shares
    Change vs previous 13F -186 shares

    0.38% of the 13F portfolio, value $570,419.

    13F-HR 0002111830-26-000003 filed by Phillip James Consulting Co.
    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 1,559 shares
    Change vs previous 13F +591 shares

    0.32% of the 13F portfolio, value $424,000.

    13F-HR 0002111830-26-000002 filed by Phillip James Consulting Co.
    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 968 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $328,000.

    13F-HR 0002111830-26-000001 filed by Phillip James Consulting Co.
    Filed (acceptance time not in the bulk data set), ingested

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