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Disclosery

Pathstone Holdings, LLC: UNH position timeline

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

Pathstone Holdings, LLC held 131,429 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,429 shares
    Change vs previous 13F +12,529 shares

    0.16% of the 13F portfolio, value $54,925,386.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 118,900 shares
    Change vs previous 13F -9,414 shares

    0.13% of the 13F portfolio, value $32,173,333.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 128,314 shares
    Change vs previous 13F -2,928 shares

    0.16% of the 13F portfolio, value $42,358,137.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 131,242 shares
    Change vs previous 13F +4,165 shares

    0.17% of the 13F portfolio, value $45,318,556.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 127,077 shares
    Change vs previous 13F -12,858 shares

    0.16% of the 13F portfolio, value $39,753,669.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 139,935 shares
    Change vs previous 13F -8,216 shares

    0.32% of the 13F portfolio, value $73,292,126.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 148,151 shares
    Change vs previous 13F -5,335 shares

    0.33% of the 13F portfolio, value $74,946,474.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 153,486 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $89,731,339.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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