Skip to content
Disclosery

Schear Investment Advisers, LLC: UNH position timeline

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

Schear Investment Advisers, LLC held 3,158 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,158 shares
    Change vs previous 13F -2,302 shares

    0.14% of the 13F portfolio, value $1,159,408.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,460 shares
    Change vs previous 13F +99 shares

    0.76% of the 13F portfolio, value $2,269,340.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,361 shares
    Change vs previous 13F +92 shares

    0.64% of the 13F portfolio, value $1,450,633.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,269 shares
    Change vs previous 13F +370 shares

    0.75% of the 13F portfolio, value $1,739,350.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,899 shares
    Change vs previous 13F +231 shares

    0.75% of the 13F portfolio, value $1,691,625.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,668 shares
    Change vs previous 13F -37 shares

    0.72% of the 13F portfolio, value $1,456,276.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,705 shares
    Change vs previous 13F -308 shares

    1.42% of the 13F portfolio, value $2,464,244.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,013 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,535,876.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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