Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: UNH position timeline

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

Sheaff Brock Investment Advisors, LLC held 16,007 UNH shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 16,007 shares
    Change vs previous 13F -133 shares

    0.77% of the 13F portfolio, value $8,383,854.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 16,140 shares
    Change vs previous 13F +287 shares

    0.71% of the 13F portfolio, value $8,164,625.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 15,853 shares
    Change vs previous 13F -1,045 shares

    0.81% of the 13F portfolio, value $9,269,196.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 16,898 shares
    Change vs previous 13F -407 shares

    0.8% of the 13F portfolio, value $8,605,500.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 17,305 shares
    Change vs previous 13F +1,235 shares

    0.68% of the 13F portfolio, value $8,560,988.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 16,070 shares
    Change vs previous 13F +123 shares

    0.76% of the 13F portfolio, value $8,460,114.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 15,947 shares
    Change vs previous 13F -36 shares

    0.81% of the 13F portfolio, value $8,040,345.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 15,983 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $7,682,157.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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