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Disclosery

Peterson Wealth Services: UNP position timeline

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

Peterson Wealth Services held 20,698 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,698 shares
    Change vs previous 13F +296 shares

    1.23% of the 13F portfolio, value $5,629,973.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 20,402 shares
    Change vs previous 13F +721 shares

    1.22% of the 13F portfolio, value $4,950,007.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 19,681 shares
    Change vs previous 13F +18,449 shares

    1.16% of the 13F portfolio, value $4,552,554.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 1,232 shares
    Change vs previous 13F -17,589 shares

    1.25% of the 13F portfolio, value $4,512,632.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 18,821 shares
    Change vs previous 13F +444 shares

    1.19% of the 13F portfolio, value $4,330,429.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 18,377 shares
    Change vs previous 13F +1,604 shares

    1.34% of the 13F portfolio, value $4,341,299.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 16,773 shares
    Change vs previous 13F +439 shares

    1.15% of the 13F portfolio, value $3,824,914.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 16,334 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,025,884.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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