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Vest Financial, LLC: UNM position timeline

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

Vest Financial, LLC held 228,993 UNM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,993 shares
    Change vs previous 13F -164,717 shares

    0.21% of the 13F portfolio, value $20,471,974.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    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 393,710 shares
    Change vs previous 13F -125,664 shares

    0.35% of the 13F portfolio, value $28,752,641.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    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 519,374 shares
    Change vs previous 13F -134,153 shares

    0.51% of the 13F portfolio, value $40,251,486.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    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 653,527 shares
    Change vs previous 13F +33,807 shares

    0.66% of the 13F portfolio, value $50,831,331.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    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 619,720 shares
    Change vs previous 13F -7,862 shares

    0.71% of the 13F portfolio, value $50,048,587.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    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 627,582 shares
    Change vs previous 13F +593,479 shares

    0.79% of the 13F portfolio, value $51,122,830.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    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 34,103 shares
    Change vs previous 13F +7,944 shares

    0.04% of the 13F portfolio, value $2,490,542.

    13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
    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 26,159 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,554,891.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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