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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

UNM holding history

Unum Group in every 13F filed by Evergreen Wealth Solutions, 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of UNM by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−9,197−100.0%Sold outHolders
Q2 20229,197$313.0K0.4%−2,098−18.6%ReducedHolders
Q1 202211,295$356.0K0.3%+53+0.5%AddedHolders
Q4 202111,242$276.0K0.3%–No prior filingHolders