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Disclosery

Trinity Legacy Partners, LLC: UNH position timeline

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

Trinity Legacy Partners, LLC held 976 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 976 shares
    Change vs previous 13F +976 shares

    0.08% of the 13F portfolio, value $413,288.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, 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 0 shares
    Change vs previous 13F -10,207 shares

    13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 10,207 shares
    Change vs previous 13F +165 shares

    1.33% of the 13F portfolio, value $5,163,381.

    13F-HR 0001214659-25-001704 filed by Trinity Legacy Partners, 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 10,042 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $6,079,516.

    13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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