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Steward Partners Investment Advisory, LLC: UNH position timeline

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

Steward Partners Investment Advisory, LLC held 101,901 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,901 shares
    Change vs previous 13F +5,939 shares

    0.22% of the 13F portfolio, value $42,353,305.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 95,962 shares
    Change vs previous 13F -8,185 shares

    0.13% of the 13F portfolio, value $25,966,354.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 104,147 shares
    Change vs previous 13F -7,315 shares

    0.19% of the 13F portfolio, value $34,379,969.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 111,462 shares
    Change vs previous 13F +3,120 shares

    0.22% of the 13F portfolio, value $38,487,524.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 108,342 shares
    Change vs previous 13F -9,274 shares

    0.26% of the 13F portfolio, value $33,799,447.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 117,616 shares
    Change vs previous 13F -4,122 shares

    0.54% of the 13F portfolio, value $61,601,525.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 121,738 shares
    Change vs previous 13F +1,906 shares

    0.55% of the 13F portfolio, value $61,582,639.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 119,832 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $70,063,045.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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