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Disclosery

Root Financial Partners, LLC: UNH position timeline

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

Root Financial Partners, LLC held 2,372 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,372 shares
    Change vs previous 13F +720 shares

    0.04% of the 13F portfolio, value $985,749.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 1,652 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $447,117.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 1,617 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $533,890.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 1,618 shares
    Change vs previous 13F -75 shares

    0.03% of the 13F portfolio, value $558,610.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 1,693 shares
    Change vs previous 13F +263 shares

    0.05% of the 13F portfolio, value $528,191.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 1,430 shares
    Change vs previous 13F -210 shares

    0.08% of the 13F portfolio, value $748,988.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 1,640 shares
    Change vs previous 13F +122 shares

    0.1% of the 13F portfolio, value $829,401.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, 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 1,518 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $887,624.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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