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Syverson Strege & Co: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Syverson Strege & Co on UNH, newest first. How the timeline and the estimate are built.

Syverson Strege & Co held 1,896 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,896 shares
    Change vs previous 13F -186 shares

    0.17% of the 13F portfolio, value $788,088.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 2,082 shares
    Change vs previous 13F -399 shares

    0.14% of the 13F portfolio, value $563,494.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 2,481 shares
    Change vs previous 13F -302 shares

    0.19% of the 13F portfolio, value $818,907.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 2,783 shares
    Change vs previous 13F -122 shares

    0.23% of the 13F portfolio, value $960,805.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 2,905 shares
    Change vs previous 13F +2,019 shares

    0.21% of the 13F portfolio, value $906,414.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 886 shares
    Change vs previous 13F +18 shares

    0.15% of the 13F portfolio, value $464,003.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 868 shares
    Change vs previous 13F +206 shares

    0.15% of the 13F portfolio, value $439,051.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    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 662 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $386,985.

    13F-HR 0001682057-24-000008 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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