Position in UNM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,185
+$2,264 QoQ
Shares Held
58
+45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#689
of 751 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $56,297 across 10 Insurance - Life names. UNM ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
216 | $18,275 | |
| 2 | AFL |
Aflac Inc
|
77 | $9,028 | |
| 3 | UNM |
Unum Group
This page
|
58 | $5,185 | |
| 4 | PRU |
Prudential Financial Inc
|
47 | $5,072 | |
| 5 | JXN |
Jackson Financial Inc.
|
47 | $4,812 | |
| 6 | PRI |
Primerica, Inc.
|
16 | $4,547 | |
| 7 | LNC |
Lincoln National Corp
|
128 | $4,524 | |
| 8 | GNW |
Genworth Financial Inc
|
245 | $2,320 |
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,185 | 58 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,921 | 40 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,270 | 68 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,111 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,299 | 78 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,050 | 62 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,921 | 40 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||