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BENJAMIN EDWARDS INC: UNH position timeline

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

BENJAMIN EDWARDS INC held 77,966 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,966 shares
    Change vs previous 13F +11,455 shares

    0.3% of the 13F portfolio, value $32,416,724.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS 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 66,511 shares
    Change vs previous 13F +8,669 shares

    0.18% of the 13F portfolio, value $18,003,312.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS 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 57,842 shares
    Change vs previous 13F +5,238 shares

    0.21% of the 13F portfolio, value $19,101,455.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS 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 52,604 shares
    Change vs previous 13F +8,946 shares

    0.21% of the 13F portfolio, value $18,170,736.

    13F-HR 0001451623-25-000012 filed by BENJAMIN EDWARDS 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 43,658 shares
    Change vs previous 13F -3,273 shares

    0.17% of the 13F portfolio, value $13,620,310.

    13F-HR 0001445065-25-000007 filed by BENJAMIN EDWARDS 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 46,931 shares
    Change vs previous 13F -354 shares

    0.34% of the 13F portfolio, value $24,580,645.

    13F-HR 0001451623-25-000004 filed by BENJAMIN EDWARDS 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 47,285 shares
    Change vs previous 13F +2,738 shares

    0.34% of the 13F portfolio, value $23,932,110.

    13F-HR 0001451623-25-000001 filed by BENJAMIN EDWARDS 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 44,547 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $26,059,647.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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