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Disclosery

SP Asset Management LLC: UNH position timeline

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

SP Asset Management LLC held 138,292 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,292 shares
    Change vs previous 13F +487 shares

    4.61% of the 13F portfolio, value $57,478,233.

    13F-HR 0001962086-26-000005 filed by SP Asset Management 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 137,805 shares
    Change vs previous 13F +169 shares

    3.29% of the 13F portfolio, value $37,288,535.

    13F-HR 0001962086-26-000004 filed by SP Asset Management 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 137,636 shares
    Change vs previous 13F +65,334 shares

    3.59% of the 13F portfolio, value $45,434,865.

    13F-HR 0001962086-26-000001 filed by SP Asset Management 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 72,302 shares
    Change vs previous 13F -61,316 shares

    1.98% of the 13F portfolio, value $24,965,815.

    13F-HR 0001962086-25-000007 filed by SP Asset Management 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 133,618 shares
    Change vs previous 13F +8,687 shares

    3.44% of the 13F portfolio, value $41,684,768.

    13F-HR 0001962086-25-000004 filed by SP Asset Management 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 124,931 shares
    Change vs previous 13F +3,628 shares

    5.77% of the 13F portfolio, value $65,432,403.

    13F-HR 0001962086-25-000003 filed by SP Asset Management 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 121,303 shares
    Change vs previous 13F +1,097 shares

    5.15% of the 13F portfolio, value $61,362,546.

    13F-HR 0001962086-25-000001 filed by SP Asset Management 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 120,206 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $70,282,097.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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