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Avior Wealth Management, LLC: UNP position timeline

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

Avior Wealth Management, LLC held 31,647 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,647 shares
    Change vs previous 13F +634 shares

    0.23% of the 13F portfolio, value $8,608,093.

    13F-HR 0001754960-26-000402 filed by Avior 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 31,013 shares
    Change vs previous 13F -1,292 shares

    0.21% of the 13F portfolio, value $7,524,320.

    13F-HR 0001754960-26-000212 filed by Avior 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 32,305 shares
    Change vs previous 13F -1,106 shares

    0.23% of the 13F portfolio, value $7,472,826.

    13F-HR 0001754960-26-000005 filed by Avior 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 33,411 shares
    Change vs previous 13F -4,138 shares

    0.25% of the 13F portfolio, value $7,897,358.

    13F-HR 0001754960-25-000798 filed by Avior 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 37,549 shares
    Change vs previous 13F -1,780 shares

    0.3% of the 13F portfolio, value $8,639,280.

    13F-HR 0001754960-25-000419 filed by Avior 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 39,329 shares
    Change vs previous 13F -1,508 shares

    0.35% of the 13F portfolio, value $9,291,114.

    13F-HR 0001754960-25-000218 filed by Avior 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 40,837 shares
    Change vs previous 13F -1,254 shares

    0.34% of the 13F portfolio, value $9,312,552.

    13F-HR 0001599868-25-000001 filed by Avior 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 42,091 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,374,593.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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