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Disclosery

Realta Investment Advisors: UNH position timeline

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

Realta Investment Advisors held 5,509 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,509 shares
    Change vs previous 13F +612 shares

    0.59% of the 13F portfolio, value $2,022,262.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,897 shares
    Change vs previous 13F +2,337 shares

    0.63% of the 13F portfolio, value $2,035,361.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,560 shares
    Change vs previous 13F +403 shares

    0.24% of the 13F portfolio, value $692,814.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,157 shares
    Change vs previous 13F +183 shares

    0.23% of the 13F portfolio, value $711,902.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,974 shares
    Change vs previous 13F +498 shares

    0.23% of the 13F portfolio, value $681,581.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,476 shares
    Change vs previous 13F +335 shares

    0.18% of the 13F portfolio, value $460,528.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,141 shares
    Change vs previous 13F -68 shares

    0.27% of the 13F portfolio, value $597,827.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,209 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $620,200.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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