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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

UNM holding history

Unum Group in every 13F filed by Raffa Wealth Management, 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)
4
Value
$358
% of portfolio
<0.1%
Quarters held
17
Since Q4 2013
Holdings of UNM by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$358<0.1%+1+33.3%AddedHolders
Q1 20263$219<0.1%+3NewHolders
Q1 20190$00.0%−68−100.0%Sold out–
Q4 201868$2.00K<0.1%00.0%Unchanged–
Q3 201868$2.66K<0.1%+51+300.0%Added–
Q2 201817$629<0.1%00.0%Unchanged–
Q1 201817$809<0.1%+17New–
Q1 20170$00.0%−18−100.0%Sold out–
Q4 201618$791<0.1%00.0%Unchanged–
Q3 201618$636<0.1%00.0%Unchanged–
Q2 201618$572<0.1%00.0%Unchanged–
Q1 201618$557<0.1%00.0%Unchanged–
Q4 201518$599<0.1%00.0%Unchanged–
Q3 201518$577<0.1%00.0%Unchanged–
Q2 201518$644<0.1%00.0%Unchanged–
Q1 201518$607<0.1%00.0%Unchanged–
Q4 201418$628<0.1%00.0%Unchanged–
Q3 201418$619<0.1%+18New–
Q1 20140$00.0%−18−100.0%Sold out–
Q4 201318$628<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.