Atlantic Edge Private Wealth Management, LLC
Position in UNM — Unum Group
CIK 2011145
JACKSONVILLE, FL
Position in UNM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,350
+$4,093 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 751 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $2,634,363 across 6 Insurance - Life names. UNM ranks #4 (0.8% of the industry book) .
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,350 | 250 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $18,257 | 250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $38,750 | 500 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $38,890 | 500 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $40,380 | 500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $40,730 | 500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $36,515 | 500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $29,720 | 500 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $25,555 | 500 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $26,830 | 500 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,610 | 500 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||