Accurate Wealth Management, LLC

Position in UNM — Unum Group

CIK 1877728 WESLEY CHAPEL, FL

Position in UNM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$597,728

+$134,791 QoQ

Shares Held

6,686

+5.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#387

of 754 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $5,281,669 across 4 Insurance - Life names. UNM ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	36,817	$3,115,086
2	PRU	Prudential Financial Inc	12,041	$1,299,585
3	UNM	Unum Group This page	6,686	$597,728
4	GL	Globe Life Inc.	1,507	$269,270

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,728	6,686	+5.5%	Shares	Sole	2026-07-15
2026-03-31	$462,937	6,339	+102.4%	Shares	Sole	2026-04-23
2025-12-31	$242,730	3,132	+14.7%	Shares	Sole	2026-01-14
2025-03-31	$222,467	2,731	-48.3%	Shares	Sole	2025-04-15
2024-12-31	$385,890	5,284	-6.2%	Shares	Sole	2025-01-14
2024-09-30	$334,884	5,634	-10.3%	Shares	Sole	2024-10-17
2024-06-30	$320,868	6,278	-4.4%	Shares	Sole	2024-07-17
2024-03-31	$352,492	6,569	-25.1%	Shares	Sole	2024-04-23
2023-12-31	$396,760	8,774	-21.7%	Shares	Sole	2024-01-12
2023-09-30	$551,026	11,202	+0.6%	Shares	Sole	2023-10-23
2023-06-30	$531,330	11,139	-4.4%	Shares	Sole	2023-07-24
2023-03-31	$461,150	11,657	+31.6%	Shares	Sole	2023-04-13
2022-12-31	$363,443	8,858	+31.0%	Shares	Sole	2023-01-11
2022-09-30	$262,404	6,763	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.