Unum shares owned by MBM Wealth Consultants
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 csvQuarterly reported holdings in Unum by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 6.3k | 77.79 |
| 2025-06-30 | $493k | 6.1k | 80.77 |
| 2025-03-31 | $494k | 6.1k | 81.45 |
| 2024-12-31 | $408k | 5.6k | 72.92 |
| 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 |