Position in UNM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,632
+$1,032 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
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, 2026Beaird Harris Wealth Management, LLC holds $37,677 across 6 Insurance - Life names. UNM ranks #2 (14.9% of the industry book) .
All Filings in UNM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,632 | 63 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,600 | 63 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,882 | 63 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $4,900 | 63 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,572 | 69 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,887 | 60 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,381 | 60 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,566 | 60 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $3,066 | 60 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,219 | 60 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,713 | 60 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $2,951 | 60 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,862 | 60 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,373 | 60 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,461 | 60 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,328 | 60 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,041 | 60 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,890 | 60 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $1,474 | 60 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||