Position in UNM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,553,772
+$280,056 QoQ
Shares Held
17,380
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#279
of 754 holders
Holding Since
Mar 2024
10 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $3,043,609 across 4 Insurance - Life names. UNM ranks #1 (51.1% of the industry book) .
All Filings in UNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553,772 | 17,380 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,273,716 | 17,441 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,262,552 | 16,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,270,614 | 16,336 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,323,333 | 16,386 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,456,178 | 17,876 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,311,545 | 17,959 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,176,555 | 19,794 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,019,133 | 19,940 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,061,394 | 19,780 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||