Skip to content
Disclosery

SageView Advisory Group, LLC: UNH position timeline

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

SageView Advisory Group, LLC held 9,224 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 9,224 shares
    Change vs previous 13F -465 shares

    0.13% of the 13F portfolio, value $3,833,859.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 9,689 shares
    Change vs previous 13F -1,529 shares

    0.1% of the 13F portfolio, value $2,621,614.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 11,218 shares
    Change vs previous 13F -835 shares

    0.13% of the 13F portfolio, value $3,703,373.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 12,053 shares
    Change vs previous 13F +4,171 shares

    0.14% of the 13F portfolio, value $4,162,081.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 7,882 shares
    Change vs previous 13F -2,096 shares

    0.08% of the 13F portfolio, value $2,223,623.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 9,978 shares
    Change vs previous 13F -509 shares

    0.22% of the 13F portfolio, value $5,226,336.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 10,487 shares
    Change vs previous 13F +1,243 shares

    0.23% of the 13F portfolio, value $5,304,868.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 9,244 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,404,690.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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