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Unum shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Unum (UNM) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Unum

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All positions including Unum held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 56k 77.78
2025-06-30 $6.1M 75k 80.76
2025-03-31 $5.8M 71k 81.46
2024-06-30 $428k 8.4k 51.11
2024-03-31 $303k 5.7k 53.66
2023-12-31 $253k 5.6k 45.22
2023-09-30 $252k 5.1k 49.19

More positions owned by Consolidated Planning Corp

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T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Broadcom (AVGO)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for Consolidated Planning Corp

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View all funds holding Unum