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Disclosery

Naviter Wealth, LLC: UNP position timeline

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

Naviter Wealth, LLC held 10,619 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,619 shares
    Change vs previous 13F +1,783 shares

    0.26% of the 13F portfolio, value $2,888,314.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 8,836 shares
    Change vs previous 13F +435 shares

    0.27% of the 13F portfolio, value $2,143,725.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 8,401 shares
    Change vs previous 13F -1,403 shares

    0.25% of the 13F portfolio, value $1,943,376.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 9,804 shares
    Change vs previous 13F +123 shares

    0.27% of the 13F portfolio, value $2,317,410.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 9,681 shares
    Change vs previous 13F -752 shares

    0.27% of the 13F portfolio, value $2,227,423.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 10,433 shares
    Change vs previous 13F +84 shares

    0.3% of the 13F portfolio, value $2,435,781.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 10,349 shares
    Change vs previous 13F +4,753 shares

    0.28% of the 13F portfolio, value $2,359,986.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 5,596 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,379,302.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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