Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,012
+$5,119 QoQ
Shares Held
112
+67.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#670
of 751 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $193,653 across 4 Insurance - Life names. UNM ranks #2 (5.2% of the industry book) .
All Filings in UNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,012 | 112 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,893 | 67 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,192 | 67 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,211 | 67 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||