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Disclosery

Plancorp, LLC: UNH position timeline

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

Plancorp, LLC held 9,656 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,656 shares
    Change vs previous 13F -227 shares

    0.1% of the 13F portfolio, value $4,143,455.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 9,883 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $3,007,568.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 10,133 shares
    Change vs previous 13F -17 shares

    0.1% of the 13F portfolio, value $3,345,057.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 10,150 shares
    Change vs previous 13F -1,745 shares

    0.11% of the 13F portfolio, value $3,504,763.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 11,895 shares
    Change vs previous 13F -385 shares

    0.13% of the 13F portfolio, value $3,710,917.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 12,280 shares
    Change vs previous 13F -525 shares

    0.25% of the 13F portfolio, value $6,431,418.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 12,805 shares
    Change vs previous 13F +1,711 shares

    0.27% of the 13F portfolio, value $6,477,683.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 11,094 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,486,356.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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