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Disclosery

Caption Management, LLC: UNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caption Management, LLC on UNM, newest first. How the timeline and the estimate are built.

Caption Management, LLC held 147,614 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,614 shares
    Change vs previous 13F +139,614 shares

    0.46% of the 13F portfolio, value $13,196,692.

    13F-HR 0001706766-26-000005 filed by Caption Management, LLC
    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 8,000 shares
    Change vs previous 13F +8,000 shares

    0.03% of the 13F portfolio, value $584,240.

    13F-HR 0001706766-26-000004 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -23,200 shares

    13F-HR 0001706766-25-000004 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 23,200 shares
    Change vs previous 13F +22,100 shares

    0.07% of the 13F portfolio, value $1,694,296.

    13F-HR 0001706766-25-000002 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $65,384.

    13F-HR 0001706766-24-000008 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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