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Disclosery

SevenBridge Financial Group, LLC: UNH position timeline

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

SevenBridge Financial Group, LLC held 2,369 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,369 shares
    Change vs previous 13F -185 shares

    0.14% of the 13F portfolio, value $964,502.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial 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 2,554 shares
    Change vs previous 13F -6,915 shares

    0.14% of the 13F portfolio, value $903,003.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial 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 9,469 shares
    Change vs previous 13F -1,026 shares

    0.54% of the 13F portfolio, value $3,329,693.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial 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 10,495 shares
    Change vs previous 13F +666 shares

    0.59% of the 13F portfolio, value $3,558,341.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial 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 9,829 shares
    Change vs previous 13F +1,570 shares

    0.45% of the 13F portfolio, value $2,571,044.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial 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 8,259 shares
    Change vs previous 13F +37 shares

    0.62% of the 13F portfolio, value $3,128,047.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial 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 8,222 shares
    Change vs previous 13F +1,092 shares

    0.83% of the 13F portfolio, value $4,389,794.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial 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 7,130 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,458,276.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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