Unum shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Unum (UNM) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Unum
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Quarterly reported holdings in Unum by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.5M | 31k | 80.76 |
| 2025-03-31 | $2.4M | 29k | 81.46 |
| 2024-12-31 | $2.2M | 30k | 73.03 |
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