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Portside Wealth Group, LLC: UNP position timeline

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

Portside Wealth Group, LLC held 6,647 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,647 shares
    Change vs previous 13F +289 shares

    0.21% of the 13F portfolio, value $1,808,000.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 6,358 shares
    Change vs previous 13F +234 shares

    0.21% of the 13F portfolio, value $1,542,592.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 6,124 shares
    Change vs previous 13F +1,113 shares

    0.19% of the 13F portfolio, value $1,416,617.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 5,011 shares
    Change vs previous 13F +196 shares

    0.16% of the 13F portfolio, value $1,184,464.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 4,815 shares
    Change vs previous 13F +953 shares

    0.16% of the 13F portfolio, value $1,107,848.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 3,862 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $912,372.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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