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Colonial Trust Advisors: UNH position timeline

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

Colonial Trust Advisors held 37,656 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,656 shares
    Change vs previous 13F -1,099 shares

    0.7% of the 13F portfolio, value $15,650,964.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 28,270 shares
    • Colonial Trust Co / SC: 9,386 shares

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

  2. period ended2026-03-31
    13F 38,755 shares
    Change vs previous 13F -1,960 shares

    0.52% of the 13F portfolio, value $10,486,638.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 28,568 shares
    • Colonial Trust Co / SC: 10,187 shares

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

  3. period ended2025-12-31
    13F 40,715 shares
    Change vs previous 13F -2,149 shares

    0.65% of the 13F portfolio, value $13,440,405.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 30,332 shares
    • Colonial Trust Co / SC: 10,383 shares

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

  4. period ended2025-09-30
    13F 42,864 shares
    Change vs previous 13F -11,185 shares

    0.73% of the 13F portfolio, value $14,800,950.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 31,734 shares
    • Colonial Trust Co / SC: 11,130 shares

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

  5. period ended2025-06-30
    13F 54,049 shares
    Change vs previous 13F -2,132 shares

    0.89% of the 13F portfolio, value $16,861,812.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 39,034 shares
    • Colonial Trust Co / SC: 15,015 shares

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

  6. period ended2025-03-31
    13F 56,181 shares
    Change vs previous 13F -240 shares

    1.66% of the 13F portfolio, value $29,425,079.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 39,780 shares
    • Colonial Trust Co / SC: 16,401 shares

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

  7. period ended2024-12-31
    13F 56,421 shares
    Change vs previous 13F -765 shares

    1.58% of the 13F portfolio, value $28,540,788.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 40,095 shares
    • Colonial Trust Co / SC: 16,326 shares

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

  8. period ended2024-09-30
    13F 57,186 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $33,435,160.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 40,960 shares
    • Colonial Trust Co / SC: 16,226 shares

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