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Disclosery

Waterfront Wealth Inc.: UNM position timeline

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

Waterfront Wealth Inc. held 37,323 UNM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,323 shares
    Change vs previous 13F -64 shares

    0.51% of the 13F portfolio, value $3,265,725.

    13F-HR 0001775210-26-000008 filed by Waterfront Wealth 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 37,387 shares
    Change vs previous 13F +5,497 shares

    0.5% of the 13F portfolio, value $2,730,357.

    13F-HR 0001775210-26-000004 filed by Waterfront Wealth 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 31,890 shares
    Change vs previous 13F +12 shares

    0.47% of the 13F portfolio, value $2,458,092.

    13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 31,878 shares
    Change vs previous 13F +2,528 shares

    0.5% of the 13F portfolio, value $2,432,736.

    13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,350 shares
    Change vs previous 13F +158 shares

    0.53% of the 13F portfolio, value $2,370,298.

    13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
    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 29,192 shares
    Change vs previous 13F -94 shares

    0.58% of the 13F portfolio, value $2,377,946.

    13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
    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 29,286 shares
    Change vs previous 13F -13,315 shares

    0.52% of the 13F portfolio, value $2,138,769.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    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 42,601 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,631,897.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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