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Unum shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Unum (UNM) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Unum

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All positions including Unum held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $96k 1.2k 77.50
2025-09-30 $81k 1.0k 77.78

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)

View all positions for Center for Financial Planning

Top funds holding Unum

Vanguard Group
BlackRock
Norges Bank Investment Management
FMR
Charles Schwab Investment Management
State Street Corporation
First Trust Advisors
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
AQR Capital Management
Victory Capital Management
Northern Trust
Bank of New York Mellon
Invesco

View all funds holding Unum