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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

UNM holding history

Unum Group in every 13F filed by Caldwell Trust Co, 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 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of UNM by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−77−100.0%Sold outHolders
Q4 202377$3.48K<0.1%00.0%UnchangedHolders
Q3 202377$3.79K<0.1%00.0%UnchangedHolders
Q2 202377$3.67K<0.1%00.0%UnchangedHolders
Q1 202377$3.05K<0.1%00.0%UnchangedHolders
Q4 202277$3.16K<0.1%00.0%UnchangedHolders
Q3 202277$2.99K<0.1%00.0%UnchangedHolders
Q2 202277$2.62K<0.1%00.0%UnchangedHolders
Q1 202277$2.43K<0.1%00.0%UnchangedHolders
Q4 202177$1.89K<0.1%00.0%UnchangedHolders
Q3 202177$1.93K<0.1%00.0%UnchangedHolders
Q2 202177$2.19K<0.1%+77NewHolders