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Valeo Financial Advisors, LLC: UNH position timeline

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

Valeo Financial Advisors, LLC held 16,019 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,019 shares
    Change vs previous 13F -91 shares

    0.12% of the 13F portfolio, value $5,880,906.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,110 shares
    Change vs previous 13F -61 shares

    0.14% of the 13F portfolio, value $6,696,466.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,171 shares
    Change vs previous 13F -5,758 shares

    0.1% of the 13F portfolio, value $4,374,419.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,929 shares
    Change vs previous 13F -624 shares

    0.16% of the 13F portfolio, value $7,239,003.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,553 shares
    Change vs previous 13F +2,380 shares

    0.18% of the 13F portfolio, value $7,787,617.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 20,173 shares
    Change vs previous 13F +6,299 shares

    0.15% of the 13F portfolio, value $6,293,358.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,874 shares
    Change vs previous 13F -105 shares

    0.2% of the 13F portfolio, value $7,265,568.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,979 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,071,315.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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