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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

UNM holding history

Unum Group in every 13F filed by Avion Wealth, 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)
19
Value
$1.00K
% of portfolio
<0.1%
Quarters held
14
Since Q2 2022
Holdings of UNM by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$1.00K<0.1%+6+46.2%AddedHolders
Q1 202613$00.0%00.0%UnchangedHolders
Q4 202513$1.00K<0.1%00.0%UnchangedHolders
Q3 202513$1.00K<0.1%−7−35.0%ReducedHolders
Q2 202520$1.00K<0.1%−4−16.7%ReducedHolders
Q1 202524$1.00K<0.1%00.0%UnchangedHolders
Q4 202424$1.00K<0.1%+11+84.6%AddedHolders
Q3 202413$00.0%00.0%UnchangedHolders
Q2 202413$00.0%00.0%UnchangedHolders
Q1 202413$1.00K<0.1%00.0%UnchangedHolders
Q4 202313$1.00K<0.1%−31−70.5%ReducedHolders
Q3 202344$2.00K<0.1%+20+83.3%AddedHolders
Q2 202324$1.00K<0.1%+24NewHolders
Q3 20220$00.0%−1−100.0%Sold outHolders
Q2 20221$00.0%+1NewHolders