Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,185
+$2,410 QoQ
Shares Held
58
+52.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#691
of 754 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $481,665 across 6 Insurance - Life names. UNM ranks #3 (1.1% of the industry book) .
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,185 | 58 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,775 | 38 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,255 | 42 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||