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Savvy Advisors, Inc.: UNH position timeline

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

Savvy Advisors, Inc. held 12,367 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,367 shares
    Change vs previous 13F +5,587 shares

    0.11% of the 13F portfolio, value $5,139,962.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 6,780 shares
    Change vs previous 13F +206 shares

    0.05% of the 13F portfolio, value $1,834,643.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 6,574 shares
    Change vs previous 13F +1,808 shares

    0.07% of the 13F portfolio, value $2,170,026.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, 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 4,766 shares
    Change vs previous 13F -2,446 shares

    0.08% of the 13F portfolio, value $1,645,600.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, 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 7,212 shares
    Change vs previous 13F +2,221 shares

    0.15% of the 13F portfolio, value $2,249,817.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, 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 4,991 shares
    Change vs previous 13F +639 shares

    0.26% of the 13F portfolio, value $2,613,988.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, 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 4,352 shares
    Change vs previous 13F +1,040 shares

    0.26% of the 13F portfolio, value $2,201,500.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, 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 3,312 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,936,694.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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