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Disclosery

Simplicity Wealth,LLC: UNP position timeline

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

Simplicity Wealth,LLC held 9,413 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,413 shares
    Change vs previous 13F +1,825 shares

    0.09% of the 13F portfolio, value $2,560,249.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 7,588 shares
    Change vs previous 13F +335 shares

    0.1% of the 13F portfolio, value $1,840,873.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 7,253 shares
    Change vs previous 13F -867 shares

    0.1% of the 13F portfolio, value $1,677,721.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 8,120 shares
    Change vs previous 13F -7,826 shares

    0.11% of the 13F portfolio, value $1,919,210.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 15,946 shares
    Change vs previous 13F +8,046 shares

    0.15% of the 13F portfolio, value $3,668,804.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 7,900 shares
    Change vs previous 13F +5,290 shares

    0.15% of the 13F portfolio, value $1,866,213.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 2,610 shares
    Change vs previous 13F -3,720 shares

    0.12% of the 13F portfolio, value $595,175.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 6,330 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,560,101.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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