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Livermore
Livermore
ZHEN

Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

UNM holding history

Unum Group in every 13F filed by Measured Wealth Private Client Group, 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)
8
Value
$753
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of UNM by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$753<0.1%−275−97.2%ReducedHolders
Q1 2026283$20.7K<0.1%−1,783−86.3%ReducedHolders
Q4 20252,066$160.1K<0.1%−3,269−61.3%ReducedHolders
Q3 20255,335$415.0K0.1%−6,698−55.7%ReducedHolders
Q2 202512,033$971.8K0.3%+2,365+24.5%AddedHolders
Q1 20259,668$787.6K0.3%+2,392+32.9%AddedHolders
Q4 20247,276$531.4K0.2%+7,276NewHolders
Q2 20240$00.0%−8,186−100.0%Sold outHolders
Q1 20248,186$439.3K0.2%−2,114−20.5%ReducedHolders
Q4 202310,300$465.8K0.2%−5,491−34.8%ReducedHolders
Q3 202315,791$776.8K0.3%+1,376+9.5%AddedHolders
Q2 202314,415$687.6K0.3%+1,484+11.5%AddedHolders
Q1 202312,931$511.6K0.2%+3,765+41.1%AddedHolders
Q4 20229,166$376.1K0.2%+963+11.7%AddedHolders
Q3 20228,203$318.0K0.1%+1,581+23.9%AddedHolders
Q2 20226,622$225.0K0.1%+6,622NewHolders
Q4 20210$00.0%−8,867−100.0%Sold outHolders
Q3 20218,867$222.0K0.1%−1,720−16.2%ReducedHolders
Q2 202110,587$301.0K0.1%+3,376+46.8%AddedHolders
Q1 20217,211$201.0K0.1%––Holders

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