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Poehling Capital Management, INC.: UNH position timeline

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

Poehling Capital Management, INC. held 9,075 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,075 shares
    Change vs previous 13F -76 shares

    0.81% of the 13F portfolio, value $3,771,842.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, 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 9,151 shares
    Change vs previous 13F +88 shares

    0.52% of the 13F portfolio, value $2,476,169.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, 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 9,063 shares
    Change vs previous 13F +50 shares

    0.61% of the 13F portfolio, value $2,991,787.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, 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 9,013 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,112,189.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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