Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: UNM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 269,039 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,039 shares
    Change vs previous 13F +13,405 shares

    0.04% of the 13F portfolio, value $24,052,121.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 255,634 shares
    Change vs previous 13F +1,055 shares

    0.03% of the 13F portfolio, value $18,668,936.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 254,579 shares
    Change vs previous 13F +1,507 shares

    0.04% of the 13F portfolio, value $19,729,851.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 253,072 shares
    Change vs previous 13F +8,397 shares

    0.04% of the 13F portfolio, value $19,683,964.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 244,675 shares
    Change vs previous 13F +10,522 shares

    0.04% of the 13F portfolio, value $19,759,971.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 234,153 shares
    Change vs previous 13F +10,843 shares

    0.05% of the 13F portfolio, value $19,074,090.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 223,310 shares
    Change vs previous 13F +11,650 shares

    0.05% of the 13F portfolio, value $16,308,326.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 211,660 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,581,093.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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