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Invera Wealth Advisors, LLC: UNP position timeline

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

Invera Wealth Advisors, LLC held 3,937 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,937 shares
    Change vs previous 13F -296 shares

    0.57% of the 13F portfolio, value $1,070,864.

    13F-HR 0001976780-26-000003 filed by Invera 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 4,233 shares
    Change vs previous 13F -12 shares

    0.66% of the 13F portfolio, value $1,027,010.

    13F-HR 0001976780-26-000002 filed by Invera 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 4,245 shares
    Change vs previous 13F -227 shares

    0.62% of the 13F portfolio, value $981,953.

    13F-HR 0001976780-26-000001 filed by Invera 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 4,472 shares
    Change vs previous 13F -66 shares

    0.65% of the 13F portfolio, value $1,057,047.

    13F-HR 0001976780-25-000009 filed by Invera 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 4,538 shares
    Change vs previous 13F +4 shares

    0.68% of the 13F portfolio, value $1,044,103.

    13F-HR 0001976780-25-000007 filed by Invera 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/A 4,534 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,071,112.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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