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Disclosery

RFG Advisory, LLC: UNH position timeline

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

RFG Advisory, LLC held 5,387 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,387 shares
    Change vs previous 13F -354 shares

    0.04% of the 13F portfolio, value $2,239,106.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 5,741 shares
    Change vs previous 13F -458 shares

    0.03% of the 13F portfolio, value $1,553,454.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 6,199 shares
    Change vs previous 13F -414 shares

    0.04% of the 13F portfolio, value $2,046,453.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 6,613 shares
    Change vs previous 13F -21,943 shares

    0.05% of the 13F portfolio, value $2,283,327.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 28,556 shares
    Change vs previous 13F +23,293 shares

    0.21% of the 13F portfolio, value $8,908,738.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 5,263 shares
    Change vs previous 13F +628 shares

    0.07% of the 13F portfolio, value $2,756,371.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 4,635 shares
    Change vs previous 13F +150 shares

    0.07% of the 13F portfolio, value $2,344,466.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 4,485 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,622,426.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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