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Diversify Advisory Services, LLC: UNH position timeline

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

Diversify Advisory Services, LLC held 66,792 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 66,792 shares
    Change vs previous 13F +35,863 shares

    0.23% of the 13F portfolio, value $27,894,596.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,396 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,396 shares

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

  2. period ended2026-03-31
    13F 30,929 shares
    Change vs previous 13F -36,150 shares

    0.18% of the 13F portfolio, value $11,466,755.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,233 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,696 shares

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

  3. period ended2025-12-31
    13F 67,079 shares
    Change vs previous 13F -4,218 shares

    0.42% of the 13F portfolio, value $22,240,619.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 54,743 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,336 shares

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

  4. period ended2025-09-30
    13F 71,297 shares
    Change vs previous 13F +10,170 shares

    0.51% of the 13F portfolio, value $23,798,140.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 58,841 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,456 shares

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

  5. period ended2025-06-30
    13F 61,127 shares
    Change vs previous 13F +46,181 shares

    0.38% of the 13F portfolio, value $15,989,063.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 49,555 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,572 shares

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

  6. period ended2025-03-31
    13F 14,946 shares
    Change vs previous 13F -3,503 shares

    0.21% of the 13F portfolio, value $6,116,193.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,465 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,481 shares

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

  7. period ended2024-12-31
    13F 18,449 shares
    Change vs previous 13F -454 shares

    0.31% of the 13F portfolio, value $9,606,667.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,283 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,166 shares

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

  8. period ended2024-09-30
    13F 18,903 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,717,233.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,415 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,488 shares

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