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Disclosery

FOSTER & MOTLEY INC: UNM position timeline

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

FOSTER & MOTLEY INC held 123,518 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,518 shares
    Change vs previous 13F -389 shares

    0.51% of the 13F portfolio, value $11,043,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 123,907 shares
    Change vs previous 13F +632 shares

    0.47% of the 13F portfolio, value $9,049,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 123,275 shares
    Change vs previous 13F -2,284 shares

    0.51% of the 13F portfolio, value $9,554,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY 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 125,559 shares
    Change vs previous 13F +2,184 shares

    0.53% of the 13F portfolio, value $9,766,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY 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 123,375 shares
    Change vs previous 13F +3,430 shares

    0.58% of the 13F portfolio, value $9,964,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY 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 119,945 shares
    Change vs previous 13F +4,351 shares

    0.62% of the 13F portfolio, value $9,771,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY 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 115,594 shares
    Change vs previous 13F +1,078 shares

    0.55% of the 13F portfolio, value $8,442,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY 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 114,516 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,807,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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