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Net Worth Advisory Group: UNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on UNM, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 3,535 UNM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,535 shares
    Change vs previous 13F -212 shares

    0.08% of the 13F portfolio, value $316,035.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 3,747 shares
    Change vs previous 13F -509 shares

    0.06% of the 13F portfolio, value $273,622.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 4,256 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $329,834.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 4,317 shares
    Change vs previous 13F -1,473 shares

    0.1% of the 13F portfolio, value $335,791.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 5,790 shares
    Change vs previous 13F +307 shares

    0.1% of the 13F portfolio, value $467,626.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 5,483 shares
    Change vs previous 13F +111 shares

    0.14% of the 13F portfolio, value $446,616.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 5,372 shares
    Change vs previous 13F +63 shares

    0.12% of the 13F portfolio, value $392,317.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 5,309 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $315,552.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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