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Trivium Point Advisory, LLC: UNH position timeline

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

Trivium Point Advisory, LLC held 5,649 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,649 shares
    Change vs previous 13F -1,938 shares

    0.21% of the 13F portfolio, value $2,348,092.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 7,587 shares
    Change vs previous 13F -641 shares

    0.37% of the 13F portfolio, value $2,053,071.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 8,228 shares
    Change vs previous 13F -1,195 shares

    0.27% of the 13F portfolio, value $2,716,208.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 9,423 shares
    Change vs previous 13F -2,770 shares

    0.33% of the 13F portfolio, value $3,253,861.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 12,193 shares
    Change vs previous 13F -2,870 shares

    0.41% of the 13F portfolio, value $3,803,869.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 15,063 shares
    Change vs previous 13F -840 shares

    0.98% of the 13F portfolio, value $7,888,990.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 15,903 shares
    Change vs previous 13F +2,475 shares

    1.02% of the 13F portfolio, value $8,044,492.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 13,428 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $8,135,408.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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