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Kestra Advisory Services, LLC: UNH position timeline

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

Kestra Advisory Services, LLC held 171,921 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,921 shares
    Change vs previous 13F +1,624 shares

    0.16% of the 13F portfolio, value $71,455,918.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,810 shares
    • Kestra Advisory Services, LLC: 128,838 shares
    • Kestra Investment Management, LLC: 5,273 shares

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

  2. period ended2026-03-31
    13F 170,297 shares
    Change vs previous 13F -1,702 shares

    0.11% of the 13F portfolio, value $46,080,812.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,903 shares
    • Kestra Advisory Services, LLC: 135,108 shares
    • Kestra Investment Management, LLC: 3,286 shares

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

  3. period ended2025-12-31
    13F 171,999 shares
    Change vs previous 13F -12,591 shares

    0.16% of the 13F portfolio, value $56,778,312.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,859 shares
    • Kestra Advisory Services, LLC: 139,443 shares
    • Kestra Investment Management, LLC: 4,697 shares

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

  4. period ended2025-09-30
    13F 184,590 shares
    Change vs previous 13F +42,573 shares

    0.19% of the 13F portfolio, value $63,738,491.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,059 shares
    • Kestra Advisory Services, LLC: 143,949 shares
    • Kestra Investment Management, LLC: 5,582 shares

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

  5. period ended2025-06-30
    13F/A 142,017 shares
    Change vs previous 13F +560 shares

    0.14% of the 13F portfolio, value $44,305,059.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,195 shares
    • Kestra Advisory Services, LLC: 104,099 shares
    • Kestra Investment Management, LLC: 6,723 shares

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

  6. period ended2025-03-31
    13F/A 141,457 shares
    Change vs previous 13F +1,614 shares

    0.25% of the 13F portfolio, value $74,088,104.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,230 shares
    • Kestra Advisory Services, LLC: 95,475 shares
    • Kestra Investment Management, LLC: 13,752 shares

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

  7. period ended2024-12-31
    13F 139,843 shares
    Change vs previous 13F +1,941 shares

    0.26% of the 13F portfolio, value $70,741,079.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,394 shares
    • Kestra Advisory Services, LLC: 97,989 shares
    • Kestra Investment Management, LLC: 9,460 shares

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

  8. period ended2024-09-30
    13F 137,902 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $80,628,554.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,500 shares
    • Kestra Advisory Services, LLC: 93,902 shares
    • Kestra Investment Management, LLC: 9,500 shares

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