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Smith Salley Wealth Management: UNP position timeline

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

Smith Salley Wealth Management held 73,828 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,828 shares
    Change vs previous 13F +202 shares

    0.87% of the 13F portfolio, value $20,081,265.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 73,626 shares
    Change vs previous 13F +2,294 shares

    0.9% of the 13F portfolio, value $17,863,061.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 71,332 shares
    Change vs previous 13F -8,066 shares

    0.82% of the 13F portfolio, value $16,500,507.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 79,398 shares
    Change vs previous 13F +1,880 shares

    0.97% of the 13F portfolio, value $18,767,272.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 77,518 shares
    Change vs previous 13F +2,127 shares

    1.03% of the 13F portfolio, value $17,835,267.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 75,391 shares
    Change vs previous 13F +1,346 shares

    1.17% of the 13F portfolio, value $17,810,466.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 74,045 shares
    Change vs previous 13F +544 shares

    1.08% of the 13F portfolio, value $16,885,228.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 73,501 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $18,116,628.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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