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Disclosery

OneAscent Financial Services LLC: UNH position timeline

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

OneAscent Financial Services LLC held 6,948 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,948 shares
    Change vs previous 13F -585 shares

    0.13% of the 13F portfolio, value $2,888,147.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,686 shares
    • OneAscent Family Office, LLC: 2,262 shares

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

  2. period ended2026-03-31
    13F 7,533 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $2,038,491.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,948 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 2,585 shares

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

  3. period ended2025-12-31
    13F 7,691 shares
    Change vs previous 13F +235 shares

    0.17% of the 13F portfolio, value $2,538,999.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,347 shares
    • OneAscent Wealth Management LLC: 1,044 shares
    • OneAscent Family Office, LLC: 2,300 shares

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

  4. period ended2025-09-30
    13F/A 7,456 shares
    Change vs previous 13F +3,004 shares

    0.21% of the 13F portfolio, value $2,574,448.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,063 shares
    • OneAscent Wealth Management LLC: 1,068 shares
    • OneAscent Family Office, LLC: 2,325 shares

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

  5. period ended2025-06-30
    13F 4,452 shares
    Change vs previous 13F -253 shares

    0.1% of the 13F portfolio, value $1,396,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    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 4,705 shares
    Change vs previous 13F -95 shares

    0.16% of the 13F portfolio, value $2,463,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    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 4,800 shares
    Change vs previous 13F +1,572 shares

    0.21% of the 13F portfolio, value $2,428,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    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 3,228 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,887,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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