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Connectus Wealth, LLC: UNP position timeline

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

Connectus Wealth, LLC held 5,211 UNP shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 5,211 shares
    Change vs previous 13F -4,458 shares

    0.04% of the 13F portfolio, value $1,281,541.

    13F-HR 0001765380-24-000228 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 9,669 shares
    Change vs previous 13F -144 shares

    0.05% of the 13F portfolio, value $2,375,909.

    13F-HR 0001765380-24-000142 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 9,813 shares
    Change vs previous 13F -575 shares

    0.04% of the 13F portfolio, value $1,999,145.

    13F-HR 0001765380-23-000226 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 10,388 shares
    Change vs previous 13F +770 shares

    0.05% of the 13F portfolio, value $2,126,509.

    13F-HR 0001765380-23-000180 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 9,618 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $1,936,554.

    13F-HR 0001765380-23-000120 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 9,627 shares
    Change vs previous 13F -592 shares

    0.05% of the 13F portfolio, value $1,994,605.

    13F-HR 0001765380-23-000028 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 10,219 shares
    Change vs previous 13F +2,036 shares

    0.04% of the 13F portfolio, value $1,991,000.

    13F-HR 0001765380-22-000165 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 8,183 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,747,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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