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
- period ended2026-06-3013F 228,993 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 393,710 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 519,374 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 653,527 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 619,720 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 627,582 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,103 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,159 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).