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Unum shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 370 77.78
2025-06-30 $30k 370 80.76
2025-03-31 $30k 370 81.46
2024-12-31 $29k 370 76.95
2024-09-30 $26k 370 71.02