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Private Advisory Group LLC: UNH position timeline

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

Private Advisory Group LLC held 40,598 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,598 shares
    Change vs previous 13F -3,461 shares

    0.94% of the 13F portfolio, value $16,873,710.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 44,059 shares
    Change vs previous 13F +42,604 shares

    0.83% of the 13F portfolio, value $11,921,899.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 1,455 shares
    Change vs previous 13F +681 shares

    0.04% of the 13F portfolio, value $480,279.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 774 shares
    Change vs previous 13F -41,101 shares

    0.02% of the 13F portfolio, value $267,262.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 41,875 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $13,063,744.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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