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Kestra Advisory Services, LLC: UNM position timeline

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

Kestra Advisory Services, LLC held 6,342 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 6,342 shares
    Change vs previous 13F -6,814 shares

    <0.01% of the 13F portfolio, value $566,939.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 6,342 shares

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

  2. period ended2026-03-31
    13F 13,156 shares
    Change vs previous 13F -989 shares

    <0.01% of the 13F portfolio, value $960,719.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,804 shares
    • Kestra Advisory Services, LLC: 8,352 shares

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

  3. period ended2025-12-31
    13F 14,145 shares
    Change vs previous 13F +631 shares

    <0.01% of the 13F portfolio, value $1,096,250.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,744 shares
    • Kestra Advisory Services, LLC: 9,401 shares

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

  4. period ended2025-09-30
    13F 13,514 shares
    Change vs previous 13F -932 shares

    <0.01% of the 13F portfolio, value $1,051,085.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,479 shares
    • Kestra Advisory Services, LLC: 9,035 shares

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

  5. period ended2025-06-30
    13F 14,446 shares
    Change vs previous 13F +6,679 shares

    <0.01% of the 13F portfolio, value $1,166,678.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,419 shares
    • Kestra Advisory Services, LLC: 10,027 shares

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

  6. period ended2025-03-31
    13F/A 7,767 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $632,700.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,767 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 7,734 shares
    Change vs previous 13F +1,666 shares

    <0.01% of the 13F portfolio, value $564,814.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,217 shares
    • Kestra Investment Management, LLC: 517 shares

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

  8. period ended2024-09-30
    13F 6,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $360,670.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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