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Disclosery

Vest Financial, LLC: UNH position timeline

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

Vest Financial, LLC held 40,625 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 40,625 shares
    Change vs previous 13F -24 shares

    0.18% of the 13F portfolio, value $16,884,968.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 40,649 shares
    Change vs previous 13F +12,161 shares

    0.13% of the 13F portfolio, value $10,999,213.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 28,488 shares
    Change vs previous 13F +7,279 shares

    0.12% of the 13F portfolio, value $9,404,174.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 21,209 shares
    Change vs previous 13F +4,191 shares

    0.1% of the 13F portfolio, value $7,323,469.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 17,018 shares
    Change vs previous 13F +4,799 shares

    0.08% of the 13F portfolio, value $5,309,104.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 12,219 shares
    Change vs previous 13F +5,176 shares

    0.1% of the 13F portfolio, value $6,399,704.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 7,043 shares
    Change vs previous 13F +1,204 shares

    0.06% of the 13F portfolio, value $3,562,772.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 5,839 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,413,946.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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