O'SHAUGHNESSY ASSET MANAGEMENT, LLC: UNM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on UNM, newest first. How the timeline and the estimate are built.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 110,974 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 110,974 sharesChange vs previous 13F -6,832 shares
0.05% of the 13F portfolio, value $9,921,076.
13F-HR 0001423442-26-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 117,806 sharesChange vs previous 13F -9,740 shares
0.04% of the 13F portfolio, value $8,603,372.
13F-HR 0001423442-26-000002 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 127,546 sharesChange vs previous 13F -60,438 shares
0.05% of the 13F portfolio, value $9,884,815.
13F-HR 0001423442-26-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 187,984 sharesChange vs previous 13F +42,147 shares
0.09% of the 13F portfolio, value $14,621,396.
13F-HR 0001423442-25-000009 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 145,837 sharesChange vs previous 13F -78 shares
0.08% of the 13F portfolio, value $11,777,796.
13F-HR 0001423442-25-000008 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 145,915 sharesChange vs previous 13F +27,121 shares
0.1% of the 13F portfolio, value $11,886,236.
13F-HR 0001423442-25-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 118,794 sharesChange vs previous 13F -1,373 shares
0.07% of the 13F portfolio, value $8,675,526.
13F-HR 0001423442-25-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 120,167 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $7,566,916.
13F-HR 0001423442-24-000011 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).