Skip to content
Disclosery

Summit Financial, LLC: UNH position timeline

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

Summit Financial, LLC held 27,417 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 27,417 shares
    Change vs previous 13F +1,127 shares

    0.12% of the 13F portfolio, value $11,395,281.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 26,290 shares
    Change vs previous 13F +5,320 shares

    0.09% of the 13F portfolio, value $7,113,838.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 20,970 shares
    Change vs previous 13F +2,183 shares

    0.1% of the 13F portfolio, value $6,922,456.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 18,787 shares
    Change vs previous 13F +2,171 shares

    0.1% of the 13F portfolio, value $6,487,279.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 16,616 shares
    Change vs previous 13F -8,633 shares

    0.12% of the 13F portfolio, value $5,183,769.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 25,249 shares
    Change vs previous 13F +520 shares

    0.37% of the 13F portfolio, value $13,223,994.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 24,729 shares
    Change vs previous 13F +1,201 shares

    0.44% of the 13F portfolio, value $12,509,244.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 23,528 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $13,756,502.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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