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Unison Asset Management LLC: UNH position timeline

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

Unison Asset Management LLC held 21,421 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,421 shares
    Change vs previous 13F +558 shares

    3.62% of the 13F portfolio, value $8,903,210.

    13F-HR 0001840755-26-000003 filed by Unison Asset Management 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 20,863 shares
    Change vs previous 13F +410 shares

    2.58% of the 13F portfolio, value $5,645,319.

    13F-HR 0001840755-26-000002 filed by Unison Asset Management 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 20,453 shares
    Change vs previous 13F +1,677 shares

    3% of the 13F portfolio, value $6,700,091.

    13F-HR 0001840755-26-000001 filed by Unison Asset Management 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/A 18,776 shares
    Change vs previous 13F 0 shares

    3.03% of the 13F portfolio, value $6,483,353.

    13F-HR/A 0001840755-25-000010 filed by Unison Asset Management 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 18,776 shares
    Change vs previous 13F +229 shares

    2.95% of the 13F portfolio, value $5,857,549.

    13F-HR 0001840755-25-000005 filed by Unison Asset Management 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 18,547 shares
    Change vs previous 13F +256 shares

    5.94% of the 13F portfolio, value $10,084,957.

    13F-HR 0001840755-25-000004 filed by Unison Asset Management 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 18,291 shares
    Change vs previous 13F +1,405 shares

    4.54% of the 13F portfolio, value $9,252,685.

    13F-HR 0001840755-25-000001 filed by Unison Asset Management 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 16,886 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $9,872,906.

    13F-HR 0001840755-24-000005 filed by Unison Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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