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TILIA FIDUCIARY PARTNERS, INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on UNH, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 7,237 UNH shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 7,237 shares
    Change vs previous 13F +217 shares

    1.22% of the 13F portfolio, value $2,656,522.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,020 shares
    Change vs previous 13F +276 shares

    1.38% of the 13F portfolio, value $2,917,819.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,744 shares
    Change vs previous 13F +404 shares

    1% of the 13F portfolio, value $1,824,912.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,340 shares
    Change vs previous 13F +677 shares

    1.16% of the 13F portfolio, value $2,092,830.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,663 shares
    Change vs previous 13F +1,940 shares

    1.13% of the 13F portfolio, value $1,955,396.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,723 shares
    Change vs previous 13F -230 shares

    0.71% of the 13F portfolio, value $1,161,315.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,953 shares
    Change vs previous 13F +167 shares

    1.38% of the 13F portfolio, value $2,070,299.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,786 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,915,363.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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