Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$439,222
-$16,850 QoQ
Shares Held
4,913
-21.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#431
of 751 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IHT Wealth Management, LLC holds $4,389,996 across 5 Insurance - Life names. UNM ranks #5 (10.0% of the industry book) .
All Filings in UNM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,222 | 4,913 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $456,072 | 6,245 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $445,625 | 5,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $452,912 | 5,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,911 | 5,831 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $488,352 | 5,995 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $433,506 | 5,936 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $351,052 | 5,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,107 | 5,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $302,105 | 5,630 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,153 | 5,355 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $263,117 | 5,349 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $274,847 | 5,762 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $226,718 | 5,731 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||