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JONES FINANCIAL COMPANIES LLLP: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on UNH, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 762,851 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 762,851 shares
    Change vs previous 13F +215,780 shares

    0.13% of the 13F portfolio, value $326,399,655.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 547,071 shares
    Change vs previous 13F +429,594 shares

    0.07% of the 13F portfolio, value $141,720,246.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 117,477 shares
    Change vs previous 13F +5,849 shares

    0.02% of the 13F portfolio, value $38,780,380.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 111,628 shares
    Change vs previous 13F +12,154 shares

    0.03% of the 13F portfolio, value $38,413,224.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 99,474 shares
    Change vs previous 13F +11,513 shares

    0.02% of the 13F portfolio, value $30,787,806.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 87,961 shares
    Change vs previous 13F +20,375 shares

    0.04% of the 13F portfolio, value $45,586,718.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 67,586 shares
    Change vs previous 13F +20,012 shares

    0.03% of the 13F portfolio, value $34,189,294.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 47,574 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $27,742,384.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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