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Summit Trail Advisors, LLC: UNH position timeline

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

Summit Trail Advisors, LLC held 33,330 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,330 shares
    Change vs previous 13F +4,057 shares

    0.17% of the 13F portfolio, value $13,853,053.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 29,273 shares
    Change vs previous 13F +6,874 shares

    0.11% of the 13F portfolio, value $7,920,909.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 22,399 shares
    Change vs previous 13F -5,733 shares

    0.13% of the 13F portfolio, value $7,394,045.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 28,132 shares
    Change vs previous 13F +9,754 shares

    0.13% of the 13F portfolio, value $9,714,052.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 18,378 shares
    Change vs previous 13F -1,284 shares

    0.1% of the 13F portfolio, value $5,733,320.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 19,662 shares
    Change vs previous 13F +3,659 shares

    0.34% of the 13F portfolio, value $10,297,996.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 16,003 shares
    Change vs previous 13F +2,372 shares

    0.3% of the 13F portfolio, value $8,095,268.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 13,631 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,969,965.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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