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Disclosery

Shorepoint Capital Partners LLC: UNH position timeline

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

Shorepoint Capital Partners LLC held 3,589 UNH shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,589 shares
    Change vs previous 13F -2,044 shares

    0.43% of the 13F portfolio, value $1,879,739.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners 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 5,633 shares
    Change vs previous 13F -3,312 shares

    0.65% of the 13F portfolio, value $2,849,509.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners 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 8,945 shares
    Change vs previous 13F +160 shares

    1.19% of the 13F portfolio, value $5,229,903.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners 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 8,785 shares
    Change vs previous 13F +1,156 shares

    1.05% of the 13F portfolio, value $4,473,830.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners 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 7,629 shares
    Change vs previous 13F -89 shares

    0.92% of the 13F portfolio, value $3,773,999.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners 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 7,718 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,063,209.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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