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Disclosery

Stonegate Investment Group, LLC: UNH position timeline

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

Stonegate Investment Group, LLC held 6,291 UNH shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,291 shares
    Change vs previous 13F -2,762 shares

    0.05% of the 13F portfolio, value $2,172,215.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,053 shares
    Change vs previous 13F -1,341 shares

    0.07% of the 13F portfolio, value $2,824,278.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment 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 10,394 shares
    Change vs previous 13F -7,261 shares

    0.15% of the 13F portfolio, value $5,443,840.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment 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 17,655 shares
    Change vs previous 13F +663 shares

    0.24% of the 13F portfolio, value $8,930,774.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment 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 16,992 shares
    Change vs previous 13F -251 shares

    0.26% of the 13F portfolio, value $9,934,628.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,243 shares
    Change vs previous 13F -488 shares

    0.25% of the 13F portfolio, value $8,781,276.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,731 shares
    Change vs previous 13F +629 shares

    0.28% of the 13F portfolio, value $8,771,539.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,102 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,003,564.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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