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Disclosery

Pathstone Holdings, LLC: UNM position timeline

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

Pathstone Holdings, LLC held 62,605 UNM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,605 shares
    Change vs previous 13F +1,043 shares

    0.02% of the 13F portfolio, value $5,596,891.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 61,562 shares
    Change vs previous 13F -3,281 shares

    0.02% of the 13F portfolio, value $4,495,913.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 64,843 shares
    Change vs previous 13F -1,142 shares

    0.02% of the 13F portfolio, value $5,025,377.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 65,985 shares
    Change vs previous 13F -1,995 shares

    0.02% of the 13F portfolio, value $5,132,349.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 67,980 shares
    Change vs previous 13F -1,333 shares

    0.02% of the 13F portfolio, value $5,490,062.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 69,313 shares
    Change vs previous 13F +4,521 shares

    0.02% of the 13F portfolio, value $5,641,017.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 64,792 shares
    Change vs previous 13F -1,006 shares

    0.02% of the 13F portfolio, value $4,731,094.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 65,798 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,911,017.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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