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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

UNM holding history

Unum Group in every 13F filed by Cornerstone Planning 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)
24
Value
$2.11K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of UNM by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624$2.11K<0.1%00.0%UnchangedHolders
Q1 202624$1.94K<0.1%+24NewHolders
Q4 20250$00.0%−2,422−100.0%Sold outHolders
Q3 20252,422$89.0K<0.1%+2,403+12,647.4%AddedHolders
Q2 202519$1.33K<0.1%+13+216.7%AddedHolders
Q1 20256$472<0.1%+6NewHolders
Q2 20240$00.0%−10−100.0%Sold outHolders
Q1 202410$517<0.1%+10NewHolders