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Disclosery

Trust Investment Advisors: UNH position timeline

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

Trust Investment Advisors held 3,004 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 3,004 shares
    Change vs previous 13F +4 shares

    0.6% of the 13F portfolio, value $1,248,517.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 3,000 shares
    Change vs previous 13F -99 shares

    0.47% of the 13F portfolio, value $811,702.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 3,099 shares
    Change vs previous 13F -19 shares

    0.54% of the 13F portfolio, value $1,023,072.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 3,118 shares
    Change vs previous 13F -102 shares

    0.61% of the 13F portfolio, value $1,076,605.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 3,220 shares
    Change vs previous 13F -221 shares

    0.61% of the 13F portfolio, value $1,004,413.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 3,441 shares
    Change vs previous 13F +249 shares

    1.16% of the 13F portfolio, value $1,802,286.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 3,192 shares
    Change vs previous 13F -119 shares

    1.03% of the 13F portfolio, value $1,614,848.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 3,311 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,936,151.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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