Skip to main content

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in UNM — Unum Group

CIK 1632972 PLYMOUTH, MN

Position in UNM

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$4,980,563
+$1,580,944 QoQ
Shares Held
55,711
+19.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#175
of 754 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in UNM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $65,510,485 across 13 Insurance - Life names. UNM ranks #5 (7.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 UNM
Unum Group
This page
55,711 $4,980,563

All Filings in UNM

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,980,563 55,711
2026-03-31 $3,399,619 46,551
2025-12-31 $4,607,065 59,446
2025-09-30 $4,214,820 54,189
2025-06-30 $3,882,456 48,074
2025-03-31 $3,188,425 39,141
2024-12-31 $2,908,492 39,826
2024-09-30 $2,078,438 34,967
2024-06-30 $1,470,179 28,765
2024-03-31 $1,284,727 23,942
2023-12-31 $1,082,385 23,936
2023-09-30 $1,190,250 24,197