Position in UNM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,235
+$530 QoQ
Shares Held
25
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#713
of 751 holders
Holding Since
Jun 2025
4 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, 2026Dogwood Wealth Management LLC holds $53,539 across 7 Insurance - Life names. UNM ranks #7 (4.2% of the industry book) .
All Filings in UNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,235 | 25 | Shares | Sole | 2026-07-06 | |
| 2025-12-31 | $1,705 | 22 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,833 | 75 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,933 | 123 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||