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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UNM holding history

Unum Group in every 13F filed by Creative Planning, 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)
204,086
Value
$18.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026204,086$18.2M<0.1%+49,746+32.2%AddedHolders
Q1 2026154,340$11.3M<0.1%+50,127+48.1%AddedHolders
Q4 2025104,213$8.08M<0.1%+14,369+16.0%AddedHolders
Q3 202589,844$6.99M<0.1%+4,262+5.0%AddedHolders
Q2 202585,582$6.91M<0.1%−341−0.4%ReducedHolders
Q1 202585,923$7.00M<0.1%+1,024+1.2%AddedHolders
Q4 202484,899$6.20M<0.1%−70.0%ReducedHolders
Q3 202484,906$5.05M<0.1%−536−0.6%ReducedHolders
Q2 202485,442$4.37M<0.1%−204−0.2%ReducedHolders
Q1 202485,646$4.60M<0.1%−2,746−3.1%ReducedHolders
Q4 202388,392$4.00M<0.1%−2,754−3.0%ReducedHolders
Q3 202391,146$4.48M<0.1%+3,794+4.3%AddedHolders
Q2 202387,352$4.17M<0.1%+1,447+1.7%AddedHolders
Q1 202385,905$3.40M<0.1%+4,991+6.2%AddedHolders
Q4 202280,914$3.32M<0.1%+11,919+17.3%AddedHolders
Q3 202268,995$2.68M<0.1%+13,124+23.5%AddedHolders
Q2 202255,871$1.90M<0.1%+11,210+25.1%AddedHolders
Q1 202244,661$1.41M<0.1%+4,386+10.9%AddedHolders
Q4 202140,275$990.0K<0.1%−37,984−48.5%ReducedHolders
Q3 202178,259$1.96M<0.1%+15,029+23.8%AddedHolders
Q2 202163,230$1.80M<0.1%+36,268+134.5%AddedHolders
Q1 202126,962$750.0K<0.1%––Holders

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