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Disclosery

Stonebridge Financial Planning Group, LLC: UNH position timeline

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

Stonebridge Financial Planning Group, LLC held 0 UNH shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -745 shares

    13F-HR 0001802494-25-000003 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 745 shares
    Change vs previous 13F -224 shares

    0.1% of the 13F portfolio, value $232,418.

    13F-HR 0001085146-25-004560 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 969 shares
    Change vs previous 13F -221 shares

    0.23% of the 13F portfolio, value $507,622.

    13F-HR 0001085146-25-002767 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,190 shares
    Change vs previous 13F -94 shares

    0.27% of the 13F portfolio, value $601,862.

    13F-HR 0001085146-25-001734 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,284 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $750,943.

    13F-HR 0001085146-24-005474 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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