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Integrated Wealth Concepts LLC: UNP position timeline

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

Integrated Wealth Concepts LLC held 25,853 UNP shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 25,853 shares
    Change vs previous 13F +4,481 shares

    0.05% of the 13F portfolio, value $7,032,093.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 21,372 shares
    Change vs previous 13F +8,198 shares

    0.04% of the 13F portfolio, value $5,185,156.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 13,174 shares
    Change vs previous 13F -4,257 shares

    0.04% of the 13F portfolio, value $3,047,318.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 17,431 shares
    Change vs previous 13F +649 shares

    0.04% of the 13F portfolio, value $4,120,221.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 16,782 shares
    Change vs previous 13F -853 shares

    0.04% of the 13F portfolio, value $3,861,212.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 17,635 shares
    Change vs previous 13F +1,430 shares

    0.05% of the 13F portfolio, value $4,166,082.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 16,205 shares
    Change vs previous 13F +1,717 shares

    0.04% of the 13F portfolio, value $3,695,374.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 14,488 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,571,085.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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