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Disclosery

Heritage Wealth Advisors: UNP position timeline

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

Heritage Wealth Advisors held 129,834 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,834 shares
    Change vs previous 13F -3,560 shares

    1.21% of the 13F portfolio, value $35,314,731.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 133,394 shares
    Change vs previous 13F -29,410 shares

    1.26% of the 13F portfolio, value $32,363,948.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 162,804 shares
    Change vs previous 13F +2,805 shares

    1.44% of the 13F portfolio, value $37,659,717.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 159,999 shares
    Change vs previous 13F +5,248 shares

    1.66% of the 13F portfolio, value $37,818,932.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 154,751 shares
    Change vs previous 13F +969 shares

    1.69% of the 13F portfolio, value $35,605,053.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 153,782 shares
    Change vs previous 13F +3,946 shares

    1.84% of the 13F portfolio, value $36,329,358.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 149,836 shares
    Change vs previous 13F +1,302 shares

    1.69% of the 13F portfolio, value $34,168,547.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 148,534 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $36,610,567.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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