Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,221
+$3,593 QoQ
Shares Held
215
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#654
of 754 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $35,563 across 3 Insurance - Life names. UNM ranks #1 (54.0% of the industry book) .
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,221 | 215 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,628 | 214 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,640 | 176 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||