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Total Wealth Planning & Management, Inc.: UNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on UNM, newest first. How the timeline and the estimate are built.

Total Wealth Planning & Management, Inc. held 11,721 UNM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,721 shares
    Change vs previous 13F +3,728 shares

    0.76% of the 13F portfolio, value $1,047,857.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 7,993 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $583,729.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 7,988 shares
    Change vs previous 13F -23,385 shares

    0.49% of the 13F portfolio, value $619,070.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 31,373 shares
    Change vs previous 13F +2,309 shares

    2.19% of the 13F portfolio, value $2,533,683.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 29,064 shares
    Change vs previous 13F -911 shares

    2.43% of the 13F portfolio, value $2,367,553.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 29,975 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,189,074.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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