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Disclosery

Prospect Financial Services LLC: UNH position timeline

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

Prospect Financial Services LLC held 1,658 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 1,658 shares
    Change vs previous 13F -221 shares

    0.35% of the 13F portfolio, value $688,970.

    13F-HR 0001951757-26-001121 filed by Prospect Financial Services 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 1,879 shares
    Change vs previous 13F -1,817 shares

    0.31% of the 13F portfolio, value $508,573.

    13F-HR 0001951757-26-000734 filed by Prospect Financial Services 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 3,696 shares
    Change vs previous 13F -964 shares

    0.7% of the 13F portfolio, value $1,220,099.

    13F-HR 0001951757-26-000392 filed by Prospect Financial Services 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 4,660 shares
    Change vs previous 13F +3,907 shares

    0.93% of the 13F portfolio, value $1,609,191.

    13F-HR 0001951757-25-001308 filed by Prospect Financial Services 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/A 753 shares
    Change vs previous 13F +753 shares

    0.15% of the 13F portfolio, value $234,771.

    13F-HR/A 0001951757-25-001057 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -406 shares

    13F-HR 0001951757-25-000107 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 406 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $237,408.

    13F-HR 0001951757-24-001039 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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