Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,989
-$110,492 QoQ
Shares Held
67
-95.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 754 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Addison Advisors LLC holds $67,207 across 6 Insurance - Life names. UNM ranks #4 (8.9% of the industry book) .
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,989 | 67 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $116,481 | 1,595 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $125,085 | 1,614 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $127,558 | 1,640 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $134,223 | 1,662 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $129,602 | 1,591 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $117,577 | 1,610 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $93,261 | 1,569 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $73,699 | 1,442 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $62,352 | 1,162 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $52,545 | 1,162 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $57,158 | 1,162 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $55,427 | 1,162 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $45,968 | 1,162 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $48,127 | 1,173 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $45,512 | 1,173 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $39,905 | 1,173 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $36,961 | 1,173 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $16,535 | 673 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||