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AVISO WEALTH MANAGEMENT: UNP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on UNP, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 3,019 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,019 shares
    Change vs previous 13F -5 shares

    0.28% of the 13F portfolio, value $821,365.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 3,024 shares
    Change vs previous 13F -731 shares

    0.33% of the 13F portfolio, value $733,859.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 3,755 shares
    Change vs previous 13F -343 shares

    0.37% of the 13F portfolio, value $868,803.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 4,098 shares
    Change vs previous 13F -158 shares

    0.42% of the 13F portfolio, value $968,609.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 4,256 shares
    Change vs previous 13F +2 shares

    0.46% of the 13F portfolio, value $979,301.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 4,254 shares
    Change vs previous 13F -568 shares

    0.53% of the 13F portfolio, value $1,005,048.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 4,822 shares
    Change vs previous 13F +1,308 shares

    0.56% of the 13F portfolio, value $1,099,639.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 3,514 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $866,109.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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