Atlantic Edge Private Wealth Management »

Unum shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Unum

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unum by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 500 77.78
2025-06-30 $40k 500 80.76
2025-03-31 $41k 500 81.46
2024-12-31 $37k 500 73.03
2024-09-30 $30k 500 59.44
2024-06-30 $26k 500 51.11
2024-03-31 $27k 500 53.66
2023-12-31 $23k 500 45.22

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Allianz Asset Management
AQR Capital Management
Victory Capital Management
Bank of New York Mellon
Donald Smith & Co

View all funds holding Unum