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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

UNM holding history

Unum Group in every 13F filed by Heritage Wealth Advisors, 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)
83
Value
$7.42K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNM by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683$7.42K<0.1%00.0%UnchangedHolders
Q1 202683$6.06K<0.1%−304−78.6%ReducedHolders
Q4 2025387$30.0K<0.1%00.0%UnchangedHolders
Q3 2025387$30.1K<0.1%00.0%UnchangedHolders
Q2 2025387$31.3K<0.1%00.0%UnchangedHolders
Q1 2025387$31.5K<0.1%−18−4.4%ReducedHolders
Q4 2024405$29.6K<0.1%+18+4.7%AddedHolders
Q3 2024387$23.0K<0.1%+83+27.3%AddedHolders
Q2 2024304$15.5K<0.1%00.0%UnchangedHolders
Q1 2024304$16.3K<0.1%00.0%UnchangedHolders
Q4 2023304$13.7K<0.1%00.0%UnchangedHolders
Q3 2023304$15.0K<0.1%00.0%UnchangedHolders
Q2 2023304$14.5K<0.1%00.0%UnchangedHolders
Q1 2023304$12.0K<0.1%00.0%UnchangedHolders
Q4 2022304$12.5K<0.1%00.0%UnchangedHolders
Q3 2022304$11.8K<0.1%00.0%UnchangedHolders
Q2 2022304$10.0K<0.1%00.0%UnchangedHolders
Q1 2022304$10.0K<0.1%00.0%UnchangedHolders
Q4 2021304$7.00K<0.1%00.0%UnchangedHolders
Q3 2021304$7.62K<0.1%00.0%UnchangedHolders
Q2 2021304$8.63K<0.1%00.0%UnchangedHolders
Q1 2021304$8.46K<0.1%––Holders

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