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Disclosery

FIRST FOUNDATION ADVISORS: UNH position timeline

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

FIRST FOUNDATION ADVISORS held 9,688 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,688 shares
    Change vs previous 13F -140 shares

    0.14% of the 13F portfolio, value $4,026,738.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 9,828 shares
    Change vs previous 13F -223 shares

    0.11% of the 13F portfolio, value $2,659,311.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 10,051 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $3,317,789.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 9,976 shares
    Change vs previous 13F -1,564 shares

    0.13% of the 13F portfolio, value $3,444,666.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 11,540 shares
    Change vs previous 13F -15,502 shares

    0.13% of the 13F portfolio, value $3,600,237.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 27,042 shares
    Change vs previous 13F -2,450 shares

    0.58% of the 13F portfolio, value $14,163,097.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 29,492 shares
    Change vs previous 13F -1,470 shares

    0.56% of the 13F portfolio, value $14,918,877.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 30,962 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $18,103,082.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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