Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$256,935
+$34,898 QoQ
Shares Held
2,874
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#525
of 754 holders
Holding Since
Sep 2024
7 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, 2026Ariadne Wealth Management, LP holds $1,111,064 across 3 Insurance - Life names. UNM ranks #3 (23.1% of the industry book) .
All Filings in UNM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,935 | 2,874 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $222,037 | 2,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $231,006 | 2,970 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $241,068 | 2,985 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $253,014 | 3,106 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $238,515 | 3,266 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $192,288 | 3,235 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||