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LifeSteps Financial, Inc.

Position in UNM — Unum Group

CIK 1801373 CLAREMONT, CA

Position in UNM

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$6,705
New position
Shares Held
75
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#682
of 754 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $48,185 across 5 Insurance - Life names. UNM ranks #4 (13.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 UNM
Unum Group
This page
75 $6,705

All Filings in UNM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $6,705 75