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Disclosery

West Family Investments, Inc.: UNH position timeline

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

West Family Investments, Inc. held 3,100 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,100 shares
    Change vs previous 13F +2,115 shares

    0.37% of the 13F portfolio, value $1,288,453.

    13F-HR 0001568303-26-000007 filed by West Family 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 985 shares
    Change vs previous 13F -3,562 shares

    0.09% of the 13F portfolio, value $266,531.

    13F-HR 0001568303-26-000005 filed by West Family 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 ended2025-12-31
    13F 4,547 shares
    Change vs previous 13F +919 shares

    0.35% of the 13F portfolio, value $1,501,010.

    13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
    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/A 3,628 shares
    Change vs previous 13F -641 shares

    0.28% of the 13F portfolio, value $1,252,748.

    13F-HR 0001568303-25-000008 filed by West Family 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 ended2025-06-30
    13F 4,269 shares
    Change vs previous 13F +445 shares

    0.35% of the 13F portfolio, value $1,331,800.

    13F-HR 0001568303-25-000007 filed by West Family 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 ended2025-03-31
    13F 3,824 shares
    Change vs previous 13F +211 shares

    0.75% of the 13F portfolio, value $2,002,820.

    13F-HR 0001568303-25-000005 filed by West Family 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 ended2024-12-31
    13F 3,613 shares
    Change vs previous 13F -526 shares

    0.64% of the 13F portfolio, value $1,827,672.

    13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
    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 4,139 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,419,991.

    13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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