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Capital Planning Advisors, LLC: UNP position timeline

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

Capital Planning Advisors, LLC held 6,606 UNP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 6,606 shares
    Change vs previous 13F -167 shares

    0.23% of the 13F portfolio, value $1,602,651.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,773 shares
    Change vs previous 13F -1,212 shares

    0.21% of the 13F portfolio, value $1,566,638.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,985 shares
    Change vs previous 13F -8,120 shares

    0.26% of the 13F portfolio, value $1,887,320.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,105 shares
    Change vs previous 13F -2,097 shares

    0.54% of the 13F portfolio, value $3,705,439.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,202 shares
    Change vs previous 13F +156 shares

    0.66% of the 13F portfolio, value $4,300,041.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 18,046 shares
    Change vs previous 13F +548 shares

    0.64% of the 13F portfolio, value $4,115,210.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 17,498 shares
    Change vs previous 13F +203 shares

    0.65% of the 13F portfolio, value $4,312,907.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 17,295 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,913,167.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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