Unum shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Unum
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All positions including Unum held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Unum by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $785k | 10k | 77.50 |
| 2025-09-30 | $656k | 8.4k | 77.78 |
| 2025-06-30 | $688k | 8.5k | 80.69 |
| 2025-03-31 | $11M | 134k | 81.58 |
| 2024-12-31 | $498k | 6.8k | 73.03 |
| 2024-09-30 | $380k | 6.4k | 59.44 |
| 2024-06-30 | $237k | 4.6k | 51.14 |
| 2023-12-31 | $532k | 11k | 47.41 |
| 2023-09-30 | $704k | 14k | 49.19 |
| 2023-06-30 | $746k | 16k | 47.70 |
| 2023-03-31 | $16M | 398k | 39.56 |
| 2022-12-31 | $282k | 6.9k | 41.03 |
| 2022-09-30 | $328k | 8.5k | 38.76 |
| 2022-06-30 | $366k | 11k | 34.04 |
| 2022-03-31 | $373k | 12k | 31.52 |
| 2021-12-31 | $227k | 9.2k | 24.55 |
| 2021-06-30 | $215k | 7.6k | 28.42 |
| 2021-03-31 | $214k | 7.7k | 27.88 |
| 2020-09-30 | $317k | 19k | 16.81 |
| 2020-06-30 | $246k | 15k | 16.58 |
| 2020-03-31 | $203k | 14k | 14.99 |
| 2019-12-31 | $399k | 14k | 29.14 |
| 2019-09-30 | $513k | 17k | 29.74 |
| 2019-06-30 | $480k | 14k | 33.58 |
| 2019-03-31 | $436k | 13k | 33.85 |
| 2018-12-31 | $380k | 13k | 29.38 |
| 2018-09-30 | $513k | 13k | 39.08 |