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RICHARDSON FINANCIAL SERVICES INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDSON FINANCIAL SERVICES INC. on UNH, newest first. How the timeline and the estimate are built.

RICHARDSON FINANCIAL SERVICES INC. held 698 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 698 shares
    Change vs previous 13F -246 shares

    0.16% of the 13F portfolio, value $290,114.

    13F-HR 0002012303-26-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 944 shares
    Change vs previous 13F +52 shares

    0.16% of the 13F portfolio, value $255,461.

    13F-HR 0002012303-26-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 892 shares
    Change vs previous 13F +264 shares

    0.1% of the 13F portfolio, value $294,615.

    13F-HR 0002012303-26-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 628 shares
    Change vs previous 13F -1,705 shares

    0.13% of the 13F portfolio, value $216,850.

    13F-HR 0002012303-25-000009 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,333 shares
    Change vs previous 13F -62 shares

    0.51% of the 13F portfolio, value $760,816.

    13F-HR 0002012303-25-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,395 shares
    Change vs previous 13F -9 shares

    0.95% of the 13F portfolio, value $1,254,392.

    13F-HR 0002012303-25-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,404 shares
    Change vs previous 13F +18 shares

    0.86% of the 13F portfolio, value $1,220,739.

    13F-HR 0002012303-25-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,386 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,215,623.

    13F-HR 0002012303-24-000006 filed by RICHARDSON FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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