Question 1

How many shares of UNM does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 19,387 shares of UNM (UNUM GROUP).

Question 2

What is Integrated Wealth Concepts LLC's UNM position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's UNM position is worth $1.7M.

Question 3

Is Integrated Wealth Concepts LLC buying or selling UNM?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their UNM position (+82.4% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy UNM?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in UNM in 2024-Q3. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	19,387	+82.4%	$1.7M	0.0%	$88.88	40
2026-Q1	Increased	10,629	+64.2%	$776,246	0.0%	$72.17	36
2025-Q4	Decreased	6,475	-32.9%	$501,786	0.0%	$76.13	0
2025-Q3	Increased	9,655	+6.2%	$750,979	0.0%	$75.94	26
2025-Q2	Decreased	9,093	-19.8%	$734,312	0.0%	$78.40	0
2025-Q1	Decreased	11,334	-10.3%	$923,271	0.0%	$78.66	0
2024-Q4	Decreased	12,637	-6.2%	$922,880	0.0%	$70.13	0
2024-Q3	Decreased	13,466	-7.1%	$800,442	0.0%	$56.70	0