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Unum shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Unum (UNM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $9.3M 103k 89.62
2026-06-30 $4.7M 56k 83.62
2025-12-31 $4.7M 59k 78.66
2025-09-30 $4.2M 54k 78.26
2025-06-30 $3.9M 48k 82.12
2025-03-31 $3.2M 39k 81.46
2024-12-31 $2.9M 40k 73.03
2024-06-30 $1.5M 29k 51.11
2024-03-31 $1.3M 24k 53.66
2023-12-31 $1.1M 24k 45.22
2023-09-30 $1.2M 24k 49.19
2020-06-30 $1.6M 21k 75.43
2017-12-31 $1.1M 20k 58.58
2017-06-30 $2.5M 53k 47.64