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Unum shares owned by Able Wealth Management

Quarter-by-quarter ownership of Unum (UNM) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 2.4k 89.40

More positions owned by Able Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Msci Acwi Etf (ACWI)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Eafe Value Etf (EFV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ishares Tr Msci Usa Min Etf (USMV)
Angel Oak Funds Trust Oak Ultrashort (UYLD)

View all positions for Able Wealth Management

Top funds holding Unum

BlackRock
Norges Bank Investment Management
Vanguard Portfolio Management
FMR
Vanguard Capital Management
TOMS Capital Investment Management
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
AQR Capital Management
LSV Asset Management
Goldman Sachs Group
First Trust Advisors
Qube Research & Technologies

View all funds holding Unum