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Disclosery

Trek Financial, LLC: UNH position timeline

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

Trek Financial, LLC held 7,189 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,189 shares
    Change vs previous 13F +6,403 shares

    0.15% of the 13F portfolio, value $2,987,775.

    13F-HR 0001104659-26-095623 filed by Trek Financial, LLC
    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 786 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $212,554.

    13F-HR 0001104659-26-059964 filed by Trek Financial, LLC
    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 753 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $248,433.

    13F-HR 0001104659-26-010107 filed by Trek Financial, LLC
    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 692 shares
    Change vs previous 13F -1,910 shares

    0.01% of the 13F portfolio, value $238,786.

    13F-HR 0001104659-25-104735 filed by Trek Financial, LLC
    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 2,602 shares
    Change vs previous 13F -42 shares

    0.05% of the 13F portfolio, value $811,726.

    13F-HR 0001104659-25-077438 filed by Trek Financial, LLC
    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 2,644 shares
    Change vs previous 13F +1,825 shares

    0.1% of the 13F portfolio, value $1,384,682.

    13F-HR 0001104659-25-041935 filed by Trek Financial, LLC
    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 819 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $414,302.

    13F-HR 0001104659-25-012598 filed by Trek Financial, LLC
    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 890 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $520,365.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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