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Disclosery

Trust Co of the South: UNH position timeline

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

Trust Co of the South held 1,767 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,767 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $734,418.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 1,744 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $471,909.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 1,744 shares
    Change vs previous 13F -446 shares

    0.09% of the 13F portfolio, value $575,712.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 2,190 shares
    Change vs previous 13F -299 shares

    0.13% of the 13F portfolio, value $756,207.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 2,489 shares
    Change vs previous 13F +76 shares

    0.14% of the 13F portfolio, value $776,493.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 2,413 shares
    Change vs previous 13F +31 shares

    0.26% of the 13F portfolio, value $1,263,809.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 2,382 shares
    Change vs previous 13F -204 shares

    0.25% of the 13F portfolio, value $1,204,959.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 2,586 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,511,982.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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