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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

UNM holding history

Unum Group in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNM overviewAll 13F holders of UNMFull Q2 2026 holdings

Shares (Q2 2026)
26,040
Value
$2.33M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNM by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,040$2.33M<0.1%−212−0.8%ReducedHolders
Q1 202626,252$1.92M<0.1%−950−3.5%ReducedHolders
Q4 202527,202$2.11M<0.1%−2,475−8.3%ReducedHolders
Q3 202529,677$2.31M<0.1%−908−3.0%ReducedHolders
Q2 202530,585$2.47M0.1%−37−0.1%ReducedHolders
Q1 202530,622$2.49M0.1%+485+1.6%AddedHolders
Q4 202430,137$2.20M0.1%−716−2.3%ReducedHolders
Q3 202430,853$1.83M<0.1%−19−0.1%ReducedHolders
Q2 202430,872$1.58M<0.1%−745−2.4%ReducedHolders
Q1 202431,617$1.70M<0.1%−343−1.1%ReducedHolders
Q4 202331,960$1.45M<0.1%−915−2.8%ReducedHolders
Q3 202332,875$1.62M<0.1%−2,201−6.3%ReducedHolders
Q2 202335,076$1.67M<0.1%−298−0.8%ReducedHolders
Q1 202335,374$1.40M<0.1%−937−2.6%ReducedHolders
Q4 202236,311$1.49M0.1%−2,484−6.4%ReducedHolders
Q3 202238,795$1.50M0.1%−260−0.7%ReducedHolders
Q2 202239,055$1.33M0.1%−605−1.5%ReducedHolders
Q1 202239,660$1.25M0.1%−140.0%ReducedHolders
Q4 202139,674$975.0K<0.1%−21,291−34.9%ReducedHolders
Q3 202160,965$1.53M0.1%+3,814+6.7%AddedHolders
Q2 202157,151$1.62M0.1%−1,101−1.9%ReducedHolders
Q1 202158,252$1.62M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.