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Disclosery

Round Rock Advisors LLC: UNH position timeline

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

Round Rock Advisors LLC held 9,062 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,062 shares
    Change vs previous 13F -295 shares

    0.49% of the 13F portfolio, value $3,766,455.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 9,357 shares
    Change vs previous 13F -734 shares

    0.39% of the 13F portfolio, value $2,531,921.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 10,091 shares
    Change vs previous 13F -22 shares

    0.5% of the 13F portfolio, value $3,331,153.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 10,113 shares
    Change vs previous 13F +10 shares

    0.55% of the 13F portfolio, value $3,492,033.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 10,103 shares
    Change vs previous 13F -38 shares

    0.54% of the 13F portfolio, value $3,151,845.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 10,141 shares
    Change vs previous 13F -69 shares

    0.99% of the 13F portfolio, value $5,311,369.

    13F-HR 0001951757-25-000487 filed by Round Rock 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 10,210 shares
    Change vs previous 13F -447 shares

    1.06% of the 13F portfolio, value $5,164,851.

    13F-HR 0001951757-25-000115 filed by Round Rock 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 10,657 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $6,230,958.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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