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Phoenix Wealth Advisors: UNP position timeline

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

Phoenix Wealth Advisors held 8,825 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,825 shares
    Change vs previous 13F -300 shares

    0.81% of the 13F portfolio, value $2,400,423.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 9,125 shares
    Change vs previous 13F -738 shares

    0.87% of the 13F portfolio, value $2,213,922.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 9,863 shares
    Change vs previous 13F -421 shares

    0.88% of the 13F portfolio, value $2,281,545.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 10,284 shares
    Change vs previous 13F -561 shares

    0.93% of the 13F portfolio, value $2,430,911.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 10,845 shares
    Change vs previous 13F -475 shares

    1.04% of the 13F portfolio, value $2,495,115.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 11,320 shares
    Change vs previous 13F -68 shares

    1.17% of the 13F portfolio, value $2,674,183.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 11,388 shares
    Change vs previous 13F -370 shares

    1.13% of the 13F portfolio, value $2,596,920.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 11,758 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,898,112.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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