Skip to main content
Livermore
Livermore
ZHEN

MBM Wealth Consultants, LLC

SEC CIK
0001762068
Latest filing
Jul 24, 2026

UNM holding history

Unum Group in every 13F filed by MBM Wealth Consultants, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of UNM by MBM Wealth Consultants, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−392−100.0%Sold outHolders
Q1 2026392$28.7K<0.1%+392NewHolders
Q4 20250$00.0%−6,345−100.0%Sold outHolders
Q3 20256,345$493.5K0.1%+237+3.9%AddedHolders
Q2 20256,108$493.3K0.1%+44+0.7%AddedHolders
Q1 20256,064$493.9K0.1%+470+8.4%AddedHolders
Q4 20245,594$407.9K0.1%+209+3.9%AddedHolders
Q3 20245,385$320.1K0.1%−56−1.0%ReducedHolders
Q2 20245,441$275.4K0.1%+48+0.9%AddedHolders
Q1 20245,393$289.4K0.1%−180−3.2%ReducedHolders
Q4 20235,573$261.8K0.1%−365−6.1%ReducedHolders
Q3 20235,938$296.5K0.1%+223+3.9%AddedHolders
Q2 20235,715$272.0K0.1%+1,921+50.6%AddedHolders
Q1 20233,794$219.0K0.1%00.0%UnchangedHolders
Q4 20223,794$153.0K0.1%+699+22.6%AddedHolders
Q3 20223,095$122.0K0.1%+582+23.2%AddedHolders
Q2 20222,513$85.0K<0.1%+70+2.9%AddedHolders
Q1 20222,443$77.0K<0.1%+664+37.3%AddedHolders
Q4 20211,779$44.0K<0.1%+632+55.1%AddedHolders
Q3 20211,147$29.0K<0.1%+277+31.8%AddedHolders
Q2 2021870$25.0K<0.1%00.0%UnchangedHolders
Q1 2021870$24.0K<0.1%––Holders

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