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Disclosery

Advisor OS, LLC: UNH position timeline

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

Advisor OS, LLC held 8,176 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,176 shares
    Change vs previous 13F -155 shares

    0.23% of the 13F portfolio, value $3,398,255.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 8,331 shares
    Change vs previous 13F +1,176 shares

    0.16% of the 13F portfolio, value $2,254,396.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 7,155 shares
    Change vs previous 13F +973 shares

    0.19% of the 13F portfolio, value $2,361,945.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 6,182 shares
    Change vs previous 13F +435 shares

    0.18% of the 13F portfolio, value $2,134,708.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 5,747 shares
    Change vs previous 13F +1,393 shares

    0.18% of the 13F portfolio, value $1,792,985.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 4,354 shares
    Change vs previous 13F +1,105 shares

    0.26% of the 13F portfolio, value $2,280,160.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 3,249 shares
    Change vs previous 13F -275 shares

    0.19% of the 13F portfolio, value $1,643,781.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 3,524 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,060,760.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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