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Disclosery

BSW Wealth Partners: UNP position timeline

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

BSW Wealth Partners held 4,719 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,719 shares
    Change vs previous 13F -4 shares

    0.14% of the 13F portfolio, value $1,283,646.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 4,723 shares
    Change vs previous 13F -44 shares

    0.14% of the 13F portfolio, value $1,145,958.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 4,767 shares
    Change vs previous 13F -240 shares

    0.13% of the 13F portfolio, value $1,102,756.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 5,007 shares
    Change vs previous 13F -448 shares

    0.15% of the 13F portfolio, value $1,183,552.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 5,455 shares
    Change vs previous 13F -12 shares

    0.17% of the 13F portfolio, value $1,255,125.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 5,467 shares
    Change vs previous 13F -231 shares

    0.2% of the 13F portfolio, value $1,291,541.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 5,698 shares
    Change vs previous 13F +139 shares

    0.19% of the 13F portfolio, value $1,299,269.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 5,559 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,370,168.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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