Kozak & Associates, Inc.

Position in UNM — Unum Group

CIK 1764970 HIGHLANDS RANCH, CO

Position in UNM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$12,784

+$2,414 QoQ

Shares Held

143

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#665

of 754 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $239,065 across 5 Insurance - Life names. UNM ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	1,057	$123,933
2	MFC	Manulife Financial Corp	2,000	$81,020
3	PRU	Prudential Financial Inc	189	$20,398
4	UNM	Unum Group This page	143	$12,784
5	MET	Metlife Inc	11	$930

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,784	143	+0.7%	Shares	Sole	2026-07-02
2026-03-31	$10,370	142	+0.7%	Shares	Sole	2026-04-14
2025-12-31	$10,927	141	0.0%	Shares	Sole	2026-01-12
2025-09-30	$10,966	141	+1.4%	Shares	Sole	2025-11-18
2025-06-30	$11,225	139	0.0%	Shares	Sole	2025-07-10
2025-03-31	$11,322	139	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$10,078	138	+0.7%	Shares	Sole	2025-01-06
2024-09-30	$8,143	137	+0.7%	Shares	Sole	2024-10-17
2024-06-30	$6,950	136	+0.7%	Shares	Sole	2024-07-05
2024-03-31	$7,244	135	—	Shares	Sole	2024-05-17
No filing history on record for this holder in this stock.