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Disclosery

Towercrest Capital Management: UNH position timeline

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

Towercrest Capital Management held 770 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 770 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $320,035.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 770 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $208,354.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 745 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $245,932.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 770 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $265,881.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 756 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $235,849.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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