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Compound Planning, Inc.: UNP position timeline

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

Compound Planning, Inc. held 12,944 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,944 shares
    Change vs previous 13F +1,489 shares

    0.09% of the 13F portfolio, value $3,520,883.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 11,455 shares
    Change vs previous 13F -697 shares

    0.09% of the 13F portfolio, value $2,779,114.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 12,152 shares
    Change vs previous 13F +1,151 shares

    0.08% of the 13F portfolio, value $2,811,127.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 11,001 shares
    Change vs previous 13F +688 shares

    0.08% of the 13F portfolio, value $2,600,258.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 10,313 shares
    Change vs previous 13F -568 shares

    0.09% of the 13F portfolio, value $2,372,797.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 10,881 shares
    Change vs previous 13F +633 shares

    0.12% of the 13F portfolio, value $2,570,442.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 10,248 shares
    Change vs previous 13F -97 shares

    0.12% of the 13F portfolio, value $2,337,027.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 10,345 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,549,792.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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