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Disclosery

Synergy Asset Management, LLC: UNH position timeline

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

Synergy Asset Management, LLC held 0 UNH shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -26,142 shares

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 26,142 shares
    Change vs previous 13F +13,071 shares

    0.3% of the 13F portfolio, value $8,155,520.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 13,071 shares
    Change vs previous 13F +4,881 shares

    0.47% of the 13F portfolio, value $4,077,760.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,190 shares
    Change vs previous 13F -7,885 shares

    0.54% of the 13F portfolio, value $4,289,512.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 16,075 shares
    Change vs previous 13F +8,305 shares

    0.68% of the 13F portfolio, value $8,732,942.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,770 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,542,987.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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