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Disclosery

TOBAM: UNH position timeline

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

TOBAM held 8,536 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,536 shares
    Change vs previous 13F -5,535 shares

    0.86% of the 13F portfolio, value $3,548,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    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 14,071 shares
    Change vs previous 13F -7,799 shares

    0.99% of the 13F portfolio, value $3,807,000.

    13F-HR 0001527488-26-000004 filed by TOBAM
    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 21,870 shares
    Change vs previous 13F +6,765 shares

    1.77% of the 13F portfolio, value $7,220,000.

    13F-HR 0001527488-26-000001 filed by TOBAM
    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 15,105 shares
    Change vs previous 13F -1,801 shares

    1.89% of the 13F portfolio, value $5,216,000.

    13F-HR 0001527488-25-000009 filed by TOBAM
    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 16,906 shares
    Change vs previous 13F +14,211 shares

    2.06% of the 13F portfolio, value $5,274,000.

    13F-HR 0001527488-25-000006 filed by TOBAM
    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 2,695 shares
    Change vs previous 13F +358 shares

    0.6% of the 13F portfolio, value $1,412,000.

    13F-HR 0001527488-25-000003 filed by TOBAM
    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 2,337 shares
    Change vs previous 13F +17 shares

    0.36% of the 13F portfolio, value $1,182,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    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 2,320 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,356,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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