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Disclosery

Confluence Wealth Services, Inc.: UNP position timeline

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

Confluence Wealth Services, Inc. held 15,090 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,090 shares
    Change vs previous 13F +1,451 shares

    0.12% of the 13F portfolio, value $4,104,304.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, 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 13,639 shares
    Change vs previous 13F +3,039 shares

    0.13% of the 13F portfolio, value $3,309,071.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, 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 10,600 shares
    Change vs previous 13F -376 shares

    0.1% of the 13F portfolio, value $2,451,824.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, 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 10,976 shares
    Change vs previous 13F -205 shares

    0.13% of the 13F portfolio, value $2,594,303.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, 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 11,181 shares
    Change vs previous 13F -245 shares

    0.14% of the 13F portfolio, value $2,572,410.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, 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 11,426 shares
    Change vs previous 13F +2,453 shares

    0.16% of the 13F portfolio, value $2,511,178.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, 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 8,973 shares
    Change vs previous 13F +97 shares

    0.14% of the 13F portfolio, value $2,225,573.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, 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 8,876 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,187,561.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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