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Disclosery

Old North State Wealth Management, LLC: UNM position timeline

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

Old North State Wealth Management, LLC held 0 UNM shares at 2025-03-31 per its 13F-HR filed 2025-04-24.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -4,519 shares

    13F-HR 0001085146-25-002310 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 4,519 shares
    Change vs previous 13F +800 shares

    0.19% of the 13F portfolio, value $330,351.

    13F-HR 0001085146-25-000495 filed by Old North State 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 ended2024-09-30
    13F 3,719 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $221,262.

    13F-HR 0001085146-24-005204 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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