Skip to content

My Legacy Advisors, LLC: UNM position timeline

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

My Legacy Advisors, LLC held 7,606 UNM shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,606 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $612,055.

    13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,706 shares
    Change vs previous 13F +304 shares

    0.24% of the 13F portfolio, value $627,731.

    13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,402 shares
    Change vs previous 13F -128 shares

    0.21% of the 13F portfolio, value $542,789.

    13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 7,530 shares
    Change vs previous 13F -1,720 shares

    0.18% of the 13F portfolio, value $447,583.

    13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,250 shares
    Change vs previous 13F +235 shares

    0.15% of the 13F portfolio, value $472,768.

    13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,015 shares
    Change vs previous 13F +255 shares

    0.16% of the 13F portfolio, value $483,745.

    13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,760 shares
    Change vs previous 13F -70 shares

    0.14% of the 13F portfolio, value $396,478.

    13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 8,830 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $445,385.

    13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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