Skip to content
Disclosery

EP Wealth Advisors, LLC: UNP position timeline

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

EP Wealth Advisors, LLC held 293,323 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,323 shares
    Change vs previous 13F +29,007 shares

    0.3% of the 13F portfolio, value $79,783,729.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 ended2026-03-31
    13F 264,316 shares
    Change vs previous 13F +4,216 shares

    0.32% of the 13F portfolio, value $64,128,280.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 ended2025-12-31
    13F 260,100 shares
    Change vs previous 13F +22,546 shares

    0.31% of the 13F portfolio, value $60,166,379.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 237,554 shares
    Change vs previous 13F +8,790 shares

    0.36% of the 13F portfolio, value $54,656,337.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 228,764 shares
    Change vs previous 13F +7,263 shares

    0.43% of the 13F portfolio, value $54,043,320.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 221,501 shares
    Change vs previous 13F +5,630 shares

    0.41% of the 13F portfolio, value $50,511,017.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 215,871 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $53,208,015.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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