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Connecticut Wealth Management, LLC: UNP position timeline

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

Connecticut Wealth Management, LLC held 8,901 UNP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,901 shares
    Change vs previous 13F -1,256 shares

    0.09% of the 13F portfolio, value $2,422,153.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,157 shares
    Change vs previous 13F -45 shares

    0.1% of the 13F portfolio, value $2,762,839.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,202 shares
    Change vs previous 13F -481 shares

    0.1% of the 13F portfolio, value $2,475,304.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,683 shares
    Change vs previous 13F -142 shares

    0.11% of the 13F portfolio, value $2,471,083.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,825 shares
    Change vs previous 13F +2,786 shares

    0.11% of the 13F portfolio, value $2,558,716.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,039 shares
    Change vs previous 13F -1,002 shares

    0.09% of the 13F portfolio, value $1,849,498.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,041 shares
    Change vs previous 13F -354 shares

    0.11% of the 13F portfolio, value $2,135,846.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,395 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,142,436.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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