Position in UNM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,545
+$3,945 QoQ
Shares Held
241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#647
of 751 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $70,067 across 5 Insurance - Life names. UNM ranks #2 (30.7% of the industry book) .
All Filings in UNM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,545 | 241 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,600 | 241 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,677 | 241 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,744 | 241 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $19,463 | 241 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||