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Disclosery

AE Wealth Management LLC: UNP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on UNP, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 38,471 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,471 shares
    Change vs previous 13F -84 shares

    0.05% of the 13F portfolio, value $10,463,572.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,555 shares
    Change vs previous 13F +1,891 shares

    0.05% of the 13F portfolio, value $9,354,301.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,664 shares
    Change vs previous 13F +8,719 shares

    0.05% of the 13F portfolio, value $8,481,351.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,945 shares
    Change vs previous 13F +1,516 shares

    0.04% of the 13F portfolio, value $6,605,829.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,429 shares
    Change vs previous 13F +1,180 shares

    0.04% of the 13F portfolio, value $6,080,783.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,249 shares
    Change vs previous 13F +596 shares

    0.05% of the 13F portfolio, value $5,965,344.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,653 shares
    Change vs previous 13F +373 shares

    0.05% of the 13F portfolio, value $5,622,007.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,280 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,984,418.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).