SUMMIT SECURITIES GROUP LLC: UNH position timeline

SUMMIT SECURITIES GROUP LLC held 6,300 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,300 shares

   Change vs previous 13F +5,021 shares

   0.51% of the 13F portfolio, value $2,618,469.

   13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,279 shares

   Change vs previous 13F -15,321 shares

   0.17% of the 13F portfolio, value $346,085.

   13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,600 shares

   Change vs previous 13F -1,282 shares

   0.98% of the 13F portfolio, value $5,479,826.

   13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 17,882 shares

   Change vs previous 13F +14,808 shares

   2.03% of the 13F portfolio, value $6,174,655.

   13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,074 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $958,996.

   13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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