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Marks Group Wealth Management, Inc: UNP position timeline

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

Marks Group Wealth Management, Inc held 2,595 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,595 shares
    Change vs previous 13F -25,265 shares

    0.06% of the 13F portfolio, value $705,840.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 27,860 shares
    Change vs previous 13F -3,875 shares

    0.65% of the 13F portfolio, value $6,759,454.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 31,735 shares
    Change vs previous 13F -3,788 shares

    0.7% of the 13F portfolio, value $7,340,941.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 35,523 shares
    Change vs previous 13F -927 shares

    0.78% of the 13F portfolio, value $8,396,572.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 36,450 shares
    Change vs previous 13F +2,391 shares

    0.78% of the 13F portfolio, value $8,386,416.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 34,059 shares
    Change vs previous 13F +1,312 shares

    0.77% of the 13F portfolio, value $8,046,099.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 32,747 shares
    Change vs previous 13F -791 shares

    0.74% of the 13F portfolio, value $7,467,645.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 33,538 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,266,446.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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