Values Added Financial LLC: UNP position timeline

Values Added Financial LLC held 888 UNP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 888 shares

   Change vs previous 13F +46 shares

   0.09% of the 13F portfolio, value $241,536.

   13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 842 shares

   Change vs previous 13F +842 shares

   0.09% of the 13F portfolio, value $204,286.

   13F-HR 0001973921-26-000002 filed by Values Added Financial LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -852 shares

   13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 852 shares

   Change vs previous 13F -41 shares

   0.09% of the 13F portfolio, value $201,387.

   13F-HR 0001973921-25-000002 filed by Values Added Financial LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 893 shares

   Change vs previous 13F -30 shares

   0.1% of the 13F portfolio, value $205,461.

   13F-HR 0001085146-25-004067 filed by Values Added Financial LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 923 shares

   Change vs previous 13F -81 shares

   0.12% of the 13F portfolio, value $218,050.

   13F-HR 0001085146-25-002397 filed by Values Added Financial LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,004 shares

   Change vs previous 13F -47 shares

   0.13% of the 13F portfolio, value $228,952.

   13F-HR 0001085146-25-000618 filed by Values Added Financial LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,051 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $259,050.

   13F-HR 0001085146-24-005184 filed by Values Added Financial LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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