XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

UNM holding history

Unum Group in every 13F filed by XML Financial, 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): 13,555
Value: $1.21M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNM by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,555	$1.21M	0.1%	−200−1.5%	Reduced	Holders
Q1 2026	13,755	$1.00M	0.1%	00.0%	Unchanged	Holders
Q4 2025	13,755	$1.07M	0.1%	−75−0.5%	Reduced	Holders
Q3 2025	13,830	$1.08M	0.1%	−875−6.0%	Reduced	Holders
Q2 2025	14,705	$1.19M	0.1%	−100−0.7%	Reduced	Holders
Q1 2025	14,805	$1.21M	0.1%	−110−0.7%	Reduced	Holders
Q4 2024	14,915	$1.09M	0.1%	−4,415−22.8%	Reduced	Holders
Q3 2024	19,330	$1.15M	0.1%	−300−1.5%	Reduced	Holders
Q2 2024	19,630	$1.00M	0.1%	00.0%	Unchanged	Holders
Q1 2024	19,630	$1.05M	0.1%	+250+1.3%	Added	Holders
Q4 2023	19,380	$876.4K	0.1%	−310−1.6%	Reduced	Holders
Q3 2023	19,690	$968.6K	0.1%	−200−1.0%	Reduced	Holders
Q2 2023	19,890	$948.8K	0.1%	+740+3.9%	Added	Holders
Q1 2023	19,150	$741.8K	0.1%	−950−4.7%	Reduced	Holders
Q4 2022	20,100	$824.7K	0.1%	−50−0.2%	Reduced	Holders
Q3 2022	20,150	$782.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	20,150	$686.0K	0.2%	−500−2.4%	Reduced	Holders
Q1 2022	20,650	$651.0K	0.1%	+2,000+10.7%	Added	Holders
Q4 2021	18,650	$458.0K	0.1%	+2,050+12.3%	Added	Holders
Q3 2021	16,600	$416.0K	0.1%	+1,400+9.2%	Added	Holders
Q2 2021	15,200	$432.0K	0.1%	+2,000+15.2%	Added	Holders
Q1 2021	13,200	$367.0K	0.1%	–	–	Holders

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