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Sullivan Wood Capital Management LLC: UNH position timeline

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

Sullivan Wood Capital Management LLC held 6,499 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,499 shares
    Change vs previous 13F -360 shares

    3.66% of the 13F portfolio, value $2,385,653.

    13F-HR 0002077718-26-000004 filed by Sullivan Wood Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,859 shares
    Change vs previous 13F -2,872 shares

    3.9% of the 13F portfolio, value $2,850,806.

    13F-HR 0002077718-26-000003 filed by Sullivan Wood Capital 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 ended2026-03-31
    13F 9,731 shares
    Change vs previous 13F +915 shares

    4.61% of the 13F portfolio, value $2,633,111.

    13F-HR 0002077718-26-000002 filed by Sullivan Wood Capital 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 ended2025-12-31
    13F 8,816 shares
    Change vs previous 13F +2,945 shares

    4.39% of the 13F portfolio, value $2,910,250.

    13F-HR 0002077718-26-000001 filed by Sullivan Wood Capital 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 ended2025-09-30
    13F 5,871 shares
    Change vs previous 13F +4,437 shares

    2.99% of the 13F portfolio, value $2,027,256.

    13F-HR 0002077718-25-000002 filed by Sullivan Wood Capital 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 ended2025-06-30
    13F 1,434 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $447,365.

    13F-HR 0002077718-25-000001 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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