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Disclosery

VALLEY NATIONAL ADVISERS INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY NATIONAL ADVISERS INC on UNH, newest first. How the timeline and the estimate are built.

VALLEY NATIONAL ADVISERS INC held 7,236 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,236 shares
    Change vs previous 13F +9 shares

    0.33% of the 13F portfolio, value $3,007,692.

    13F-HR 0000773411-26-000006 filed by VALLEY NATIONAL ADVISERS INC
    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 7,227 shares
    Change vs previous 13F -37 shares

    0.25% of the 13F portfolio, value $1,955,000.

    13F-HR 0000773411-26-000002 filed by VALLEY NATIONAL ADVISERS INC
    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 7,264 shares
    Change vs previous 13F -187 shares

    0.33% of the 13F portfolio, value $2,397,000.

    13F-HR 0000773411-26-000001 filed by VALLEY NATIONAL ADVISERS INC
    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 7,451 shares
    Change vs previous 13F +6,375 shares

    0.4% of the 13F portfolio, value $2,571,000.

    13F-HR 0000773411-25-000006 filed by VALLEY NATIONAL ADVISERS INC
    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 1,076 shares
    Change vs previous 13F -139 shares

    0.05% of the 13F portfolio, value $335,000.

    13F-HR 0000773411-25-000004 filed by VALLEY NATIONAL ADVISERS INC
    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 1,215 shares
    Change vs previous 13F +88 shares

    0.11% of the 13F portfolio, value $635,000.

    13F-HR 0000773411-25-000002 filed by VALLEY NATIONAL ADVISERS INC
    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 1,127 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $570,000.

    13F-HR 0000773411-25-000001 filed by VALLEY NATIONAL ADVISERS INC
    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 1,064 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $622,000.

    13F-HR 0000773411-24-000005 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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