Position in UNM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$228,327
-$434,566 QoQ
Shares Held
2,554
-71.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#551
of 751 holders
Holding Since
Dec 2025
3 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, 2026Abacus Wealth Partners, LLC holds $867,115 across 3 Insurance - Life names. UNM ranks #3 (26.3% of the industry book) .
All Filings in UNM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,327 | 2,554 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $662,893 | 9,077 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $832,272 | 10,739 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||