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Stonebridge Capital Advisors LLC: UNH position timeline

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

Stonebridge Capital Advisors LLC held 35,863 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,863 shares
    Change vs previous 13F -592 shares

    0.95% of the 13F portfolio, value $14,905,626.

    13F-HR 0001600035-26-000003 filed by Stonebridge Capital Advisors 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 36,455 shares
    Change vs previous 13F +7,160 shares

    0.69% of the 13F portfolio, value $9,864,253.

    13F-HR 0001600035-26-000002 filed by Stonebridge Capital Advisors 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 29,295 shares
    Change vs previous 13F -595 shares

    0.67% of the 13F portfolio, value $9,670,543.

    13F-HR 0001600035-26-000001 filed by Stonebridge Capital Advisors 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 29,890 shares
    Change vs previous 13F -58 shares

    0.74% of the 13F portfolio, value $10,321,127.

    13F-HR 0001600035-25-000005 filed by Stonebridge Capital Advisors 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 29,948 shares
    Change vs previous 13F -3,504 shares

    0.71% of the 13F portfolio, value $9,342,905.

    13F-HR 0001600035-25-000003 filed by Stonebridge Capital Advisors 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 33,452 shares
    Change vs previous 13F +818 shares

    1.43% of the 13F portfolio, value $17,520,714.

    13F-HR 0001600035-25-000002 filed by Stonebridge Capital Advisors 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 32,634 shares
    Change vs previous 13F +1,369 shares

    1.33% of the 13F portfolio, value $16,508,184.

    13F-HR 0001600035-25-000001 filed by Stonebridge Capital Advisors 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 31,265 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $18,279,750.

    13F-HR 0001600035-24-000006 filed by Stonebridge Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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