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NBW CAPITAL LLC: UNH position timeline

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

NBW CAPITAL LLC held 6,761 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,761 shares
    Change vs previous 13F -37 shares

    0.46% of the 13F portfolio, value $2,109,229.

    13F-HR 0001512901-25-000003 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 6,798 shares
    Change vs previous 13F -2,012 shares

    0.79% of the 13F portfolio, value $3,560,453.

    13F-HR 0001512901-25-000002 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,810 shares
    Change vs previous 13F -61 shares

    0.83% of the 13F portfolio, value $4,456,627.

    13F-HR 0001512901-25-000001 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,871 shares
    Change vs previous 13F +39 shares

    0.98% of the 13F portfolio, value $5,186,696.

    13F-HR 0001512901-24-000004 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,832 shares
    Change vs previous 13F +221 shares

    0.89% of the 13F portfolio, value $4,497,784.

    13F-HR 0001512901-24-000003 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,611 shares
    Change vs previous 13F -2,247 shares

    0.87% of the 13F portfolio, value $4,259,862.

    13F-HR 0001512901-24-000002 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 10,858 shares
    Change vs previous 13F +328 shares

    1.25% of the 13F portfolio, value $5,716,411.

    13F-HR 0001512901-24-000001 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 10,530 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $5,309,121.

    13F-HR 0001512901-23-000004 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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