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Smart Portfolios, LLC: UNH position timeline

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

Smart Portfolios, LLC held 1,985 UNH shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,985 shares
    Change vs previous 13F +145 shares

    0.54% of the 13F portfolio, value $537,121.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,840 shares
    Change vs previous 13F -32 shares

    0.6% of the 13F portfolio, value $607,402.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,872 shares
    Change vs previous 13F -50 shares

    0.62% of the 13F portfolio, value $646,402.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,922 shares
    Change vs previous 13F +65 shares

    0.6% of the 13F portfolio, value $599,606.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,857 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $972,604.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,857 shares
    Change vs previous 13F -20 shares

    0.98% of the 13F portfolio, value $939,382.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,877 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,097,444.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,877 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $955,881.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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