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Focus Partners Wealth: UNM position timeline

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

Focus Partners Wealth held 62,380 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,380 shares
    Change vs previous 13F +17,236 shares

    0.01% of the 13F portfolio, value $5,576,909.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 57,574 shares
    • Focus Partners Advisor Solutions, LLC: 4,806 shares

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

  2. period ended2026-03-31
    13F 45,144 shares
    Change vs previous 13F -668 shares

    <0.01% of the 13F portfolio, value $3,315,229.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 45,812 shares
    Change vs previous 13F +27,553 shares

    <0.01% of the 13F portfolio, value $3,550,500.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,812 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 18,259 shares
    Change vs previous 13F +9,416 shares

    <0.01% of the 13F portfolio, value $1,419,381.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,558 shares
    • Focus Partners Advisor Solutions, LLC: 3,701 shares

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

  5. period ended2025-06-30
    13F 8,843 shares
    Change vs previous 13F -760 shares

    <0.01% of the 13F portfolio, value $714,114.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,843 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 9,603 shares
    Change vs previous 13F +4,431 shares

    <0.01% of the 13F portfolio, value $782,265.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,230 shares
    • Focus Partners Advisor Solutions, LLC: 4,373 shares

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

  7. period ended2024-12-31
    13F/A 5,172 shares
    Change vs previous 13F -2,459 shares

    <0.01% of the 13F portfolio, value $377,687.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,172 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 7,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,610.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,054 shares
    • Focus Partners Advisor Solutions, LLC: 3,577 shares

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