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Disclosery

Holistic Financial Partners: UNP position timeline

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

Holistic Financial Partners held 1,014 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,014 shares
    Change vs previous 13F -227 shares

    0.17% of the 13F portfolio, value $275,808.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 1,241 shares
    Change vs previous 13F +126 shares

    0.11% of the 13F portfolio, value $301,092.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 1,115 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $257,922.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 1,111 shares
    Change vs previous 13F -347 shares

    0.11% of the 13F portfolio, value $262,608.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 1,458 shares
    Change vs previous 13F -257 shares

    0.15% of the 13F portfolio, value $335,457.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 1,715 shares
    Change vs previous 13F +17 shares

    0.2% of the 13F portfolio, value $405,152.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 1,698 shares
    Change vs previous 13F +113 shares

    0.19% of the 13F portfolio, value $387,212.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 1,585 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $390,671.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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