Skip to content
Disclosery

Sequoia Financial Advisors, LLC: UNH position timeline

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

Sequoia Financial Advisors, LLC held 56,842 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,842 shares
    Change vs previous 13F +2,741 shares

    0.12% of the 13F portfolio, value $23,625,163.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 54,101 shares
    Change vs previous 13F -3,600 shares

    0.08% of the 13F portfolio, value $14,639,252.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 57,701 shares
    Change vs previous 13F +3,568 shares

    0.11% of the 13F portfolio, value $19,047,895.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 54,133 shares
    Change vs previous 13F +2,416 shares

    0.11% of the 13F portfolio, value $18,692,275.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 51,717 shares
    Change vs previous 13F -573 shares

    0.11% of the 13F portfolio, value $16,134,245.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 52,290 shares
    Change vs previous 13F +23,136 shares

    0.21% of the 13F portfolio, value $27,387,071.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 29,154 shares
    Change vs previous 13F +4,178 shares

    0.14% of the 13F portfolio, value $14,747,797.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 24,976 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $14,602,753.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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