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Disclosery

Sowell Financial Services LLC: UNH position timeline

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

Sowell Financial Services LLC held 5,883 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,883 shares
    Change vs previous 13F -254 shares

    0.08% of the 13F portfolio, value $2,445,025.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 6,137 shares
    Change vs previous 13F -6,413 shares

    0.06% of the 13F portfolio, value $1,660,508.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 12,550 shares
    Change vs previous 13F +635 shares

    0.15% of the 13F portfolio, value $4,142,728.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 11,915 shares
    Change vs previous 13F +6,096 shares

    0.16% of the 13F portfolio, value $4,114,319.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 5,819 shares
    Change vs previous 13F -5,661 shares

    0.07% of the 13F portfolio, value $1,815,423.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 11,480 shares
    Change vs previous 13F +447 shares

    0.27% of the 13F portfolio, value $6,012,627.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 11,033 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $5,581,052.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 11,028 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,448,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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