Skip to content
Disclosery

Waverly Advisors, LLC: UNH position timeline

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

Waverly Advisors, LLC held 31,173 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,173 shares
    Change vs previous 13F -409 shares

    0.08% of the 13F portfolio, value $12,956,279.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 31,582 shares
    Change vs previous 13F +2,370 shares

    0.06% of the 13F portfolio, value $8,545,874.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 29,212 shares
    Change vs previous 13F +915 shares

    0.08% of the 13F portfolio, value $9,643,179.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 28,297 shares
    Change vs previous 13F +255 shares

    0.1% of the 13F portfolio, value $9,771,089.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 28,042 shares
    Change vs previous 13F -22,201 shares

    0.1% of the 13F portfolio, value $8,748,357.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 50,243 shares
    Change vs previous 13F +29,721 shares

    0.32% of the 13F portfolio, value $26,314,751.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 20,522 shares
    Change vs previous 13F +8,433 shares

    0.16% of the 13F portfolio, value $10,381,306.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 12,089 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,068,237.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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