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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

UNM holding history

Unum Group in every 13F filed by Plancorp, 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)
2,711
Value
$242.4K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of UNM by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,711$242.4K<0.1%−146−5.1%ReducedHolders
Q1 20262,857$219.0K<0.1%−3,069−51.8%ReducedHolders
Q4 20255,926$459.3K<0.1%+4+0.1%AddedHolders
Q3 20255,922$460.6K<0.1%−57−1.0%ReducedHolders
Q2 20255,979$482.9K<0.1%+69+1.2%AddedHolders
Q1 20255,910$481.4K<0.1%+5,910NewHolders