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Disclosery

Old Port Advisors: UNM position timeline

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

Old Port Advisors held 8,802 UNM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,802 shares
    Change vs previous 13F +73 shares

    0.16% of the 13F portfolio, value $786,899.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 8,729 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $637,479.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 8,729 shares
    Change vs previous 13F -242 shares

    0.17% of the 13F portfolio, value $676,498.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 8,971 shares
    Change vs previous 13F -29 shares

    0.18% of the 13F portfolio, value $697,764.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 9,000 shares
    Change vs previous 13F -200 shares

    0.2% of the 13F portfolio, value $726,840.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 9,200 shares
    Change vs previous 13F -55 shares

    0.22% of the 13F portfolio, value $749,432.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 9,255 shares
    Change vs previous 13F +20 shares

    0.19% of the 13F portfolio, value $675,893.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 9,235 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $548,928.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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