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Disclosery

GUARDIAN CAPITAL LP: UNH position timeline

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

GUARDIAN CAPITAL LP held 32,209 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 32,209 shares
    Change vs previous 13F -356 shares

    0.26% of the 13F portfolio, value $13,387,027.

    13F-HR 0001062993-26-004401 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 19,985 shares
    • Guardian Partners Inc.: 12,224 shares

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

  2. period ended2026-03-31
    13F 32,565 shares
    Change vs previous 13F -7,419 shares

    0.18% of the 13F portfolio, value $8,820,081.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 19,322 shares
    • Guardian Partners Inc.: 13,243 shares

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

  3. period ended2025-12-31
    13F 39,984 shares
    Share basis changed not comparable

    Membership change: Guardian Partners Inc. joined the group. 0.26% of the 13F portfolio, value $12,234,393.

    13F-HR 0001062993-26-001013 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 22,422 shares
    • Guardian Partners Inc.: 17,562 shares

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

  4. period ended2025-09-30
    13F 28,995 shares
    Change vs previous 13F +8,204 shares

    0.32% of the 13F portfolio, value $10,011,974.

    13F-HR 0001062993-25-016671 filed by GUARDIAN CAPITAL LP
    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 20,791 shares
    Change vs previous 13F -31,607 shares

    0.23% of the 13F portfolio, value $6,486,168.

    13F-HR 0001062993-25-013803 filed by GUARDIAN CAPITAL LP
    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 52,398 shares
    Change vs previous 13F +1,464 shares

    1.08% of the 13F portfolio, value $27,443,452.

    13F-HR 0001062993-25-009339 filed by GUARDIAN CAPITAL LP
    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 50,934 shares
    Change vs previous 13F +290 shares

    0.96% of the 13F portfolio, value $25,765,473.

    13F-HR 0001062993-25-002571 filed by GUARDIAN CAPITAL LP
    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 50,644 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $29,610,534.

    13F-HR 0001062993-24-018774 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

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