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Icon Wealth Advisors, LLC: UNP position timeline

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

Icon Wealth Advisors, LLC held 7,628 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,628 shares
    Change vs previous 13F +1,978 shares

    0.12% of the 13F portfolio, value $2,074,852.

    13F-HR 0001963212-26-000003 filed by Icon 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 5,650 shares
    Change vs previous 13F -2,331 shares

    0.1% of the 13F portfolio, value $1,495,892.

    13F-HR 0001963212-26-000002 filed by Icon 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 7,981 shares
    Change vs previous 13F -446 shares

    0.12% of the 13F portfolio, value $1,819,045.

    13F-HR 0001963212-26-000001 filed by Icon 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 ended2025-09-30
    13F 8,427 shares
    Change vs previous 13F -137 shares

    0.14% of the 13F portfolio, value $1,991,831.

    13F-HR 0001963212-25-000007 filed by Icon 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 ended2025-06-30
    13F 8,564 shares
    Change vs previous 13F -316 shares

    0.14% of the 13F portfolio, value $1,970,382.

    13F-HR 0001963212-25-000004 filed by Icon 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 ended2025-03-31
    13F 8,880 shares
    Change vs previous 13F +2,544 shares

    0.17% of the 13F portfolio, value $2,097,811.

    13F-HR 0001963212-25-000003 filed by Icon 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 ended2024-12-31
    13F 6,336 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $1,444,926.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 6,326 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,559,276.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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