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Prudent Man Advisors, LLC: UNH position timeline

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

Prudent Man Advisors, LLC held 1,928 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,928 shares
    Change vs previous 13F +215 shares

    0.18% of the 13F portfolio, value $801,335.

    13F-HR 0001817174-26-000003 filed by Prudent Man Advisors, 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 1,713 shares
    Change vs previous 13F +279 shares

    0.14% of the 13F portfolio, value $463,521.

    13F-HR 0001817174-26-000002 filed by Prudent Man Advisors, 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 1,434 shares
    Change vs previous 13F -2,207 shares

    0.17% of the 13F portfolio, value $473,378.

    13F-HR 0001817174-26-000001 filed by Prudent Man Advisors, 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 3,641 shares
    Change vs previous 13F -18 shares

    0.46% of the 13F portfolio, value $1,257,237.

    13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, 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 3,659 shares
    Change vs previous 13F +932 shares

    0.36% of the 13F portfolio, value $1,141,498.

    13F-HR 0001817174-25-000003 filed by Prudent Man Advisors, 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 2,727 shares
    Change vs previous 13F +43 shares

    0.52% of the 13F portfolio, value $1,428,266.

    13F-HR 0001817174-25-000002 filed by Prudent Man Advisors, 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 2,684 shares
    Change vs previous 13F -279 shares

    0.49% of the 13F portfolio, value $1,357,728.

    13F-HR 0001817174-25-000001 filed by Prudent Man Advisors, 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 2,963 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,732,407.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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