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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

UNM holding history

Unum Group in every 13F filed by Wealthspire 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)
2,794
Value
$249.8K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2021
Holdings of UNM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,794$249.8K<0.1%−408−12.7%ReducedHolders
Q1 20263,202$233.8K<0.1%−1,985−38.3%ReducedHolders
Q4 20255,187$402.0K<0.1%+3,335+180.1%AddedHolders
Q3 20251,852$144.1K<0.1%−830−30.9%ReducedHolders
Q2 20252,682$216.6K<0.1%+2,682NewHolders
Q2 20210$00.0%−12,461−100.0%Sold outHolders
Q1 202112,461$347.0K<0.1%––Holders

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