Wealthspire Advisors, LLC

Position in UNM — Unum Group

CIK 1646247 NEW YORK, NY

Position in UNM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$249,783

+$15,941 QoQ

Shares Held

2,794

-12.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#531

of 754 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $3,552,065 across 5 Insurance - Life names. UNM ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	13,203	$1,548,051
2	MET	Metlife Inc	11,922	$1,008,720
3	PRU	Prudential Financial Inc	3,708	$400,204
4	MFC	Manulife Financial Corp	8,524	$345,307
5	UNM	Unum Group This page	2,794	$249,783

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,783	2,794	-12.7%	Shares	Sole	2026-08-11
2026-03-31	$233,842	3,202	-38.3%	Shares	Sole	2026-05-01
2025-12-31	$401,992	5,187	+180.1%	Shares	Sole	2026-02-13
2025-09-30	$144,048	1,852	-30.9%	Shares	Sole	2025-11-14
2025-06-30	$216,598	2,682	-78.5%	Shares	Sole	2025-08-11
2021-03-31	$346,789	12,461	+10.3%	Shares	Sole	2021-05-17
2020-12-31	$259,130	11,296	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.