MBM Wealth Consultants »

Unum shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $320k 5.4k 59.43
2024-06-30 $275k 5.4k 50.62
2024-03-31 $289k 5.4k 53.65
2023-12-31 $262k 5.6k 46.99
2023-09-30 $297k 5.9k 49.94
2023-06-30 $272k 5.7k 47.59
2023-03-31 $219k 3.8k 57.72
2022-12-31 $153k 3.8k 40.33
2022-09-30 $122k 3.1k 39.42
2022-06-30 $85k 2.5k 33.82
2022-03-31 $77k 2.4k 31.52
2021-12-31 $44k 1.8k 24.73
2021-09-30 $29k 1.1k 25.28
2021-06-30 $25k 870 28.74
2021-03-31 $24k 870 27.59