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Disclosery

HB Wealth Management, LLC: UNM position timeline

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

HB Wealth Management, LLC held 18,464 UNM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,464 shares
    Change vs previous 13F +2,352 shares

    0.01% of the 13F portfolio, value $1,650,712.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 16,112 shares
    Change vs previous 13F +2,437 shares

    0.01% of the 13F portfolio, value $1,176,714.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 ended2025-12-31
    13F 13,675 shares
    Change vs previous 13F +3,956 shares

    0.01% of the 13F portfolio, value $1,059,855.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    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 9,719 shares
    Change vs previous 13F +1,163 shares

    0.01% of the 13F portfolio, value $755,976.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 ended2025-06-30
    13F 8,556 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $690,983.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    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 8,565 shares
    Change vs previous 13F +2,637 shares

    0.01% of the 13F portfolio, value $697,705.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 5,928 shares
    Change vs previous 13F +2,146 shares

    <0.01% of the 13F portfolio, value $432,922.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 3,782 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,802.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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