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Disclosery

Sigma Planning Corp: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on UNH, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 12,723 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,723 shares
    Change vs previous 13F -1,795 shares

    0.13% of the 13F portfolio, value $5,288,148.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 14,518 shares
    Change vs previous 13F -593 shares

    0.11% of the 13F portfolio, value $3,928,556.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 15,111 shares
    Change vs previous 13F -1,287 shares

    0.14% of the 13F portfolio, value $4,988,249.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 16,398 shares
    Change vs previous 13F +767 shares

    0.16% of the 13F portfolio, value $5,662,187.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 15,631 shares
    Change vs previous 13F +583 shares

    0.15% of the 13F portfolio, value $4,876,447.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 15,048 shares
    Change vs previous 13F +457 shares

    0.25% of the 13F portfolio, value $7,881,430.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 14,591 shares
    Change vs previous 13F -481 shares

    0.23% of the 13F portfolio, value $7,381,017.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 15,072 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,812,145.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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