ELEVATION POINT WEALTH PARTNERS, LLC

Position in UNM — Unum Group

CIK 1744349 DENVER, CO

Position in UNM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$525,940

+$521,741 QoQ

Shares Held

5,883

+11213.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#407

of 754 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $5,490,781 across 4 Insurance - Life names. UNM ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	30,650	$3,593,712
2	MET	Metlife Inc	15,049	$1,273,295
3	UNM	Unum Group This page	5,883	$525,940
4	GNW	Genworth Financial Inc	10,331	$97,834

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,940	5,883	+11213.5%	Shares	Sole	2026-08-12
2025-06-30	$4,199	52	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.