HB Wealth Management, LLC
- SEC CIK
- 0001911253
- Latest filing
- Jul 29, 2026
UNM holding history
Unum Group in every 13F filed by HB 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 (Q2 2026)
- 18,464
- Value
- $1.65M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 18,464 | $1.65M | <0.1% | +2,352+14.6% | Added | Holders |
| Q1 2026 | 16,112 | $1.18M | <0.1% | +2,437+17.8% | Added | Holders |
| Q4 2025 | 13,675 | $1.06M | <0.1% | +3,956+40.7% | Added | Holders |
| Q3 2025 | 9,719 | $756.0K | <0.1% | +1,163+13.6% | Added | Holders |
| Q2 2025 | 8,556 | $691.0K | <0.1% | −9−0.1% | Reduced | Holders |
| Q1 2025 | 8,565 | $697.7K | <0.1% | +2,637+44.5% | Added | Holders |
| Q4 2024 | 5,928 | $432.9K | <0.1% | +2,146+56.7% | Added | Holders |
| Q3 2024 | 3,782 | $224.8K | <0.1% | +3,782 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −7,967−100.0% | Sold out | Holders |
| Q3 2023 | 7,967 | $391.9K | <0.1% | +7,967 | New | Holders |