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Disclosery

Portfolio Design Labs, LLC: UNH position timeline

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

Portfolio Design Labs, LLC held 14,201 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,201 shares
    Change vs previous 13F +7,164 shares

    0.97% of the 13F portfolio, value $5,902,199.

    13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, 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 7,037 shares
    Change vs previous 13F -537 shares

    0.34% of the 13F portfolio, value $1,904,245.

    13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, 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 7,574 shares
    Change vs previous 13F -43 shares

    0.41% of the 13F portfolio, value $2,500,331.

    13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, 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 7,617 shares
    Change vs previous 13F +4,076 shares

    0.45% of the 13F portfolio, value $2,630,192.

    13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, 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 3,541 shares
    Change vs previous 13F -5,478 shares

    0.22% of the 13F portfolio, value $1,104,686.

    13F-HR 0002010278-25-000005 filed by Portfolio Design Labs, 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 9,019 shares
    Change vs previous 13F +90 shares

    0.97% of the 13F portfolio, value $4,723,930.

    13F-HR 0002010278-25-000004 filed by Portfolio Design Labs, 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 8,929 shares
    Change vs previous 13F +1,557 shares

    0.93% of the 13F portfolio, value $4,517,017.

    13F-HR 0002010278-25-000002 filed by Portfolio Design Labs, 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 7,372 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,310,450.

    13F-HR 0002010278-24-000006 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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