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Disclosery

Johnson Financial Group, Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Financial Group, Inc. on UNH, newest first. How the timeline and the estimate are built.

Johnson Financial Group, Inc. held 15,176 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 15,176 shares
    Change vs previous 13F +147 shares

    0.21% of the 13F portfolio, value $6,307,602.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, 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 15,029 shares
    Change vs previous 13F +329 shares

    0.15% of the 13F portfolio, value $4,066,698.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, 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 14,700 shares
    Change vs previous 13F +2,108 shares

    0.18% of the 13F portfolio, value $4,852,618.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, 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 12,592 shares
    Change vs previous 13F -4,707 shares

    0.16% of the 13F portfolio, value $4,348,019.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, 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 17,299 shares
    Change vs previous 13F -1,438 shares

    0.24% of the 13F portfolio, value $5,396,770.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, 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 18,737 shares
    Change vs previous 13F +37 shares

    0.48% of the 13F portfolio, value $9,813,505.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, 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 18,700 shares
    Change vs previous 13F -761 shares

    0.48% of the 13F portfolio, value $10,144,293.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, 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 19,461 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $11,378,459.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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