Position in UNM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,072
-$800 QoQ
Shares Held
179
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $42,060 across 5 Insurance - Life names. UNM ranks #2 (31.1% of the industry book) .
All Filings in UNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,072 | 179 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,872 | 179 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,922 | 179 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $14,456 | 179 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,581 | 179 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,072 | 179 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,790 | 232 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,515 | 284 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,239 | 284 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,842 | 284 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,969 | 284 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,456 | 345 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||