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Disclosery

TrueMark Investments, LLC: UNH position timeline

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

TrueMark Investments, LLC held 38,459 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,459 shares
    Change vs previous 13F +19,615 shares

    2% of the 13F portfolio, value $15,984,714.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, 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 18,844 shares
    Change vs previous 13F +8,379 shares

    0.99% of the 13F portfolio, value $5,098,998.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, 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 10,465 shares
    Change vs previous 13F +10,465 shares

    0.66% of the 13F portfolio, value $3,454,601.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, 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 0 shares
    Change vs previous 13F -29,515 shares

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, 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.

  5. period ended2025-06-30
    13F 29,515 shares
    Change vs previous 13F +16,567 shares

    1.99% of the 13F portfolio, value $9,207,795.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, 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 12,948 shares
    Change vs previous 13F +2,688 shares

    1.78% of the 13F portfolio, value $6,781,515.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, 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 10,260 shares
    Change vs previous 13F +3,602 shares

    1.66% of the 13F portfolio, value $5,190,124.

    13F-HR 0001376474-25-000192 filed by TrueMark Investments, 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 6,658 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,892,799.

    13F-HR 0001376474-24-000596 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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