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Disclosery

Barnett & Company, Inc.: UNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barnett & Company, Inc. on UNM, newest first. How the timeline and the estimate are built.

Barnett & Company, Inc. held 23,113 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,113 shares
    Change vs previous 13F -98,950 shares

    1.53% of the 13F portfolio, value $2,066,302.

    13F-HR 0001426588-26-000002 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,063 shares
    Change vs previous 13F -2,954 shares

    6.93% of the 13F portfolio, value $8,914,261.

    13F-HR 0001426588-26-000001 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,017 shares
    Change vs previous 13F -2,816 shares

    7.8% of the 13F portfolio, value $9,688,818.

    13F-HR 0001172661-26-000640 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,833 shares
    Change vs previous 13F -950 shares

    7.69% of the 13F portfolio, value $9,942,851.

    13F-HR 0001172661-25-004654 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 128,783 shares
    Change vs previous 13F -284 shares

    8.18% of the 13F portfolio, value $10,400,515.

    13F-HR 0001172661-25-003415 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 129,067 shares
    Change vs previous 13F -17,115 shares

    8.79% of the 13F portfolio, value $10,513,798.

    13F-HR 0001172661-25-001709 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 146,182 shares
    Change vs previous 13F -660 shares

    6.99% of the 13F portfolio, value $10,675,671.

    13F-HR 0001172661-25-000669 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 146,842 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $8,728,288.

    13F-HR 0001172661-24-004471 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).