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Disclosery

Ascent Group, LLC: UNH position timeline

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

Ascent Group, LLC held 19,555 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,555 shares
    Change vs previous 13F +2,750 shares

    0.24% of the 13F portfolio, value $8,127,426.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 16,805 shares
    Change vs previous 13F -5,052 shares

    0.16% of the 13F portfolio, value $4,547,441.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 21,857 shares
    Change vs previous 13F -56 shares

    0.25% of the 13F portfolio, value $7,215,179.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 21,913 shares
    Change vs previous 13F +5,963 shares

    0.27% of the 13F portfolio, value $7,566,350.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 15,950 shares
    Change vs previous 13F -10,585 shares

    0.19% of the 13F portfolio, value $4,976,067.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 26,535 shares
    Change vs previous 13F +4,730 shares

    0.6% of the 13F portfolio, value $13,897,573.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 21,805 shares
    Change vs previous 13F +59 shares

    0.83% of the 13F portfolio, value $11,030,437.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 21,746 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $12,714,690.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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