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Disclosery

Summit Financial, LLC: UNP position timeline

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

Summit Financial, LLC held 14,370 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,370 shares
    Change vs previous 13F +601 shares

    0.04% of the 13F portfolio, value $3,908,748.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 13,769 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $3,340,561.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 13,652 shares
    Change vs previous 13F -335 shares

    0.05% of the 13F portfolio, value $3,158,008.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 13,987 shares
    Change vs previous 13F -4,054 shares

    0.05% of the 13F portfolio, value $3,306,033.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 18,041 shares
    Change vs previous 13F -277 shares

    0.09% of the 13F portfolio, value $4,150,898.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 18,318 shares
    Change vs previous 13F +1,164 shares

    0.12% of the 13F portfolio, value $4,327,385.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 17,154 shares
    Change vs previous 13F +251 shares

    0.14% of the 13F portfolio, value $3,911,784.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 16,903 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,166,269.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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