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Legacy Wealth Management, LLC / MS: UNP position timeline

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

Legacy Wealth Management, LLC / MS held 5,632 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,632 shares
    Change vs previous 13F -900 shares

    0.39% of the 13F portfolio, value $1,531,904.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 6,532 shares
    Change vs previous 13F -324 shares

    0.45% of the 13F portfolio, value $1,584,794.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 6,856 shares
    Change vs previous 13F +1,175 shares

    0.42% of the 13F portfolio, value $1,585,930.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 5,681 shares
    Change vs previous 13F -1,190 shares

    0.4% of the 13F portfolio, value $1,342,818.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 6,871 shares
    Change vs previous 13F -125 shares

    0.48% of the 13F portfolio, value $1,580,880.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 6,996 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,652,735.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 6,996 shares
    Change vs previous 13F -88 shares

    0.63% of the 13F portfolio, value $1,595,368.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 7,084 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,746,064.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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