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Disclosery

Walker Asset Management, LLC: UNH position timeline

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

Walker Asset Management, LLC held 551 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 551 shares
    Change vs previous 13F +551 shares

    0.12% of the 13F portfolio, value $229,136.

    13F-HR 0001214659-26-008409 filed by Walker 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -602 shares

    13F-HR 0001214659-26-000534 filed by Walker Asset Management, LLC
    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.

  3. period ended2025-09-30
    13F 602 shares
    Change vs previous 13F +602 shares

    0.12% of the 13F portfolio, value $207,752.

    13F-HR 0001214659-25-014909 filed by Walker 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -654 shares

    13F-HR 0001214659-25-010498 filed by Walker Asset Management, LLC
    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.

  5. period ended2025-03-31
    13F 654 shares
    Change vs previous 13F +28 shares

    0.21% of the 13F portfolio, value $342,332.

    13F-HR 0001214659-25-005873 filed by Walker 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 ended2024-12-31
    13F 626 shares
    Change vs previous 13F -192 shares

    0.19% of the 13F portfolio, value $316,908.

    13F-HR 0001214659-25-000596 filed by Walker 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 ended2024-09-30
    13F 818 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $478,487.

    13F-HR 0001214659-24-017823 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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