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Disclosery

W.H. Cornerstone Investments Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.H. Cornerstone Investments Inc. on UNH, newest first. How the timeline and the estimate are built.

W.H. Cornerstone Investments Inc. held 1,575 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 1,575 shares
    Change vs previous 13F +361 shares

    0.37% of the 13F portfolio, value $654,824.

    13F-HR 0002063364-26-000289 filed by W.H. Cornerstone Investments 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 1,214 shares
    Change vs previous 13F +1,214 shares

    0.21% of the 13F portfolio, value $328,587.

    13F-HR 0002063364-26-000122 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -664 shares

    13F-HR 0002063364-25-000270 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 664 shares
    Change vs previous 13F -331 shares

    0.13% of the 13F portfolio, value $207,283.

    13F-HR 0002063364-25-000189 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 995 shares
    Change vs previous 13F -200 shares

    0.36% of the 13F portfolio, value $521,126.

    13F-HR 0002063364-25-000081 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,195 shares
    Change vs previous 13F -42 shares

    0.4% of the 13F portfolio, value $604,391.

    13F-HR 0001940823-25-000002 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,237 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $723,000.

    13F-HR 0001940823-24-000010 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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