Position in UNM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$316,029
+$42,386 QoQ
Shares Held
3,535
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#481
of 754 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $1,741,185 across 3 Insurance - Life names. UNM ranks #2 (18.2% of the industry book) .
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,029 | 3,535 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $273,643 | 3,747 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $329,840 | 4,256 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $335,776 | 4,317 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $467,600 | 5,790 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $446,645 | 5,483 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $392,317 | 5,372 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $315,566 | 5,309 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||