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Disclosery

Waterloo Capital, L.P.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on UNH, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 4,304 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 4,304 shares
    Change vs previous 13F +2,038 shares

    0.1% of the 13F portfolio, value $1,788,842.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 2,266 shares
    Change vs previous 13F +135 shares

    0.04% of the 13F portfolio, value $613,180.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 2,131 shares
    Change vs previous 13F -3,929 shares

    0.05% of the 13F portfolio, value $703,620.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 6,060 shares
    Change vs previous 13F +531 shares

    0.16% of the 13F portfolio, value $2,092,660.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 5,529 shares
    Change vs previous 13F -2,196 shares

    0.14% of the 13F portfolio, value $1,724,987.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 7,725 shares
    Change vs previous 13F +282 shares

    0.38% of the 13F portfolio, value $4,046,087.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 7,443 shares
    Change vs previous 13F -138 shares

    0.4% of the 13F portfolio, value $3,765,300.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 7,581 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,432,380.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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