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Unum shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 51k 83.63
2024-06-30 $6.1M 119k 51.11
2024-03-31 $3.9M 95k 41.03
2023-12-31 $5.1k 113 45.16
2023-09-30 $5.4M 110k 49.19
2023-03-31 $3.9M 99k 39.56
2022-12-31 $3.9M 95k 41.03
2022-09-30 $3.4M 86k 38.79
2021-09-30 $4.6M 183k 25.06
2021-06-30 $5.1M 180k 28.40
2016-12-31 $9.0k 193 46.63