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Berry Wealth Group, LP: UNP position timeline

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

Berry Wealth Group, LP held 776 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 776 shares
    Change vs previous 13F +776 shares

    0.68% of the 13F portfolio, value $210,944.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, LP
    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 0 shares
    Change vs previous 13F -930 shares

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 930 shares
    Change vs previous 13F -154 shares

    0.76% of the 13F portfolio, value $215,038.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    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 1,084 shares
    Change vs previous 13F -5,821 shares

    0.84% of the 13F portfolio, value $256,124.

    13F-HR 0001951757-25-001408 filed by Berry Wealth Group, LP
    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 6,905 shares
    Change vs previous 13F -158 shares

    1.11% of the 13F portfolio, value $1,588,643.

    13F-HR 0001951757-25-001079 filed by Berry Wealth Group, LP
    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 7,063 shares
    Change vs previous 13F -331 shares

    1.31% of the 13F portfolio, value $1,668,597.

    13F-HR 0001951757-25-000426 filed by Berry Wealth Group, LP
    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 7,394 shares
    Change vs previous 13F -114 shares

    1.22% of the 13F portfolio, value $1,686,191.

    13F-HR 0001951757-25-000117 filed by Berry Wealth Group, LP
    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 7,508 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,850,694.

    13F-HR 0001951757-24-001081 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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