CreativeOne Wealth, LLC

Position in UNM — Unum Group

CIK 1739728 OVERLAND PARK, KS

Position in UNM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$321,035

-$67,776 QoQ

Shares Held

3,591

-32.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#477

of 751 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,765,539 across 4 Insurance - Life names. UNM ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	32,280	$3,483,980
2	MET	Metlife Inc	7,554	$639,143
3	AFL	Aflac Inc	2,741	$321,381
4	UNM	Unum Group This page	3,591	$321,035

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,035	3,591	-32.6%	Shares	Sole	2026-08-13
2026-03-31	$388,811	5,324	+109.7%	Shares	Sole	2026-05-15
2025-03-31	$206,826	2,539	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.