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Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

UNM holding history

Unum Group in every 13F filed by Twelve Points Wealth Management 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of UNM by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−13,972−100.0%Sold outHolders
Q4 202213,972$573.3K0.4%−899−6.0%ReducedHolders
Q3 202214,871$577.0K0.4%+1,005+7.2%AddedHolders
Q2 202213,866$472.0K0.4%+2,529+22.3%AddedHolders
Q1 202211,337$357.0K0.3%+3,186+39.1%AddedHolders
Q4 20218,151$200.0K0.2%–No prior filingHolders