Position in UNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$44,700
+$8,185 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#625
of 751 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Nalls Sherbakoff Group, LLC holds $57,442 across 4 Insurance - Life names. UNM ranks #1 (77.8% of the industry book) .
All Filings in UNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,700 | 500 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $36,515 | 500 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $38,750 | 500 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $38,890 | 500 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $40,380 | 500 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $40,730 | 500 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $22,610 | 500 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $24,595 | 500 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $23,850 | 500 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $19,780 | 500 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||