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Disclosery

S&CO INC: UNH position timeline

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

S&CO INC held 43,984 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,984 shares
    Change vs previous 13F -88 shares

    1.06% of the 13F portfolio, value $18,281,000.

    13F-HR 0001082461-26-000003 filed by S&CO 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 44,072 shares
    Change vs previous 13F +3,385 shares

    0.74% of the 13F portfolio, value $11,925,000.

    13F-HR 0001082461-26-000002 filed by S&CO 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 40,687 shares
    Change vs previous 13F -839 shares

    0.83% of the 13F portfolio, value $13,431,000.

    13F-HR 0001082461-26-000001 filed by S&CO 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 41,526 shares
    Change vs previous 13F -4,242 shares

    0.88% of the 13F portfolio, value $14,338,000.

    13F-HR 0001082461-25-000005 filed by S&CO 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 45,768 shares
    Change vs previous 13F +9,597 shares

    0.92% of the 13F portfolio, value $14,278,000.

    13F-HR 0001082461-25-000003 filed by S&CO 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 36,171 shares
    Change vs previous 13F +7,811 shares

    1.27% of the 13F portfolio, value $18,944,000.

    13F-HR 0001082461-25-000002 filed by S&CO 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 28,360 shares
    Change vs previous 13F +323 shares

    0.97% of the 13F portfolio, value $14,346,000.

    13F-HR 0001082461-25-000001 filed by S&CO 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 28,037 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $16,392,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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