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Disclosery

Caldwell Trust Co: UNP position timeline

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

Caldwell Trust Co held 21,644 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,644 shares
    Change vs previous 13F -1,700 shares

    0.48% of the 13F portfolio, value $5,887,168.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 23,344 shares
    Change vs previous 13F -411 shares

    0.51% of the 13F portfolio, value $5,663,721.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 23,755 shares
    Change vs previous 13F -2,076 shares

    0.49% of the 13F portfolio, value $5,495,007.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 25,831 shares
    Change vs previous 13F -4,403 shares

    0.57% of the 13F portfolio, value $6,105,674.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 30,234 shares
    Change vs previous 13F -403 shares

    0.7% of the 13F portfolio, value $6,956,239.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 30,637 shares
    Change vs previous 13F -212 shares

    0.78% of the 13F portfolio, value $7,237,685.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 30,849 shares
    Change vs previous 13F -17 shares

    0.73% of the 13F portfolio, value $7,034,806.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 30,866 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,607,852.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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