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Avantax Planning Partners, Inc.: UNP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on UNP, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 5,109 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,109 shares
    Change vs previous 13F +835 shares

    0.03% of the 13F portfolio, value $1,389,633.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 4,274 shares
    Change vs previous 13F -556 shares

    0.03% of the 13F portfolio, value $1,036,990.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 4,830 shares
    Change vs previous 13F -289 shares

    0.03% of the 13F portfolio, value $1,117,307.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 5,119 shares
    Change vs previous 13F +148 shares

    0.03% of the 13F portfolio, value $1,209,978.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 4,971 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $1,143,728.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 5,028 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $1,187,815.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 5,022 shares
    Change vs previous 13F -666 shares

    0.04% of the 13F portfolio, value $1,145,264.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 5,688 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,402,029.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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