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Disclosery

Summit Global Investments: UNH position timeline

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

Summit Global Investments held 5,356 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,356 shares
    Change vs previous 13F -1,164 shares

    0.12% of the 13F portfolio, value $2,226,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 6,520 shares
    Change vs previous 13F -159 shares

    0.1% of the 13F portfolio, value $1,764,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 6,679 shares
    Change vs previous 13F +808 shares

    0.13% of the 13F portfolio, value $2,205,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 5,871 shares
    Change vs previous 13F -115 shares

    0.12% of the 13F portfolio, value $2,027,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 5,986 shares
    Change vs previous 13F -488 shares

    0.11% of the 13F portfolio, value $1,867,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 6,474 shares
    Change vs previous 13F +2,506 shares

    0.25% of the 13F portfolio, value $3,391,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 3,968 shares
    Change vs previous 13F -1,207 shares

    0.13% of the 13F portfolio, value $2,007,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 5,175 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,026,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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