Baron Wealth Management LLC

SEC CIK: 0001968507
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

UNM holding history

Unum Group in every 13F filed by Baron 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 overview All 13F holders of UNM Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of UNM by Baron Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−3,269−100.0%	Sold out	Holders
Q2 2025	3,269	$264.0K	0.1%	−823−20.1%	Reduced	Holders
Q1 2025	4,092	$333.3K	0.1%	+4,092	New	Holders