Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

UNM holding history

Unum Group in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNM overview All 13F holders of UNM Full Q2 2026 holdings

Shares (Q2 2026): 36
Value: $3.22K
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2025

Holdings of UNM by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36	$3.22K	<0.1%	+12+50.0%	Added	Holders
Q1 2026	24	$1.75K	<0.1%	+10+71.4%	Added	Holders
Q4 2025	14	$1.08K	<0.1%	+14	New	Holders
Q3 2025	0	$0	0.0%	−6−100.0%	Sold out	Holders
Q2 2025	6	$485	<0.1%	+6	New	Holders