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Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Intrepid Financial Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2022
Holdings of UNH by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−974−100.0%Sold outHolders
Q1 2025974$510.1K0.2%−19−1.9%ReducedHolders
Q4 2024993$502.3K0.2%−200−16.8%ReducedHolders
Q3 20241,193$697.5K0.3%00.0%UnchangedHolders
Q2 20241,193$607.5K0.3%−60−4.8%ReducedHolders
Q1 20241,253$619.9K0.3%+5+0.4%AddedHolders
Q4 20231,248$657.0K0.3%00.0%UnchangedHolders
Q3 20231,248$629.2K0.3%00.0%UnchangedHolders
Q2 20231,248$599.8K0.3%+48+4.0%AddedHolders
Q1 20231,200$567.1K0.3%00.0%UnchangedHolders
Q4 20221,200$636.2K0.3%+110+10.1%AddedHolders
Q3 20221,090$550.0K0.3%+15+1.4%AddedHolders
Q2 20221,075$552.0K0.3%–No prior filingHolders