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Waverly Advisors, LLC: UNP position timeline

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

Waverly Advisors, LLC held 97,573 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,573 shares
    Change vs previous 13F -10,486 shares

    0.15% of the 13F portfolio, value $26,539,837.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 108,059 shares
    Change vs previous 13F +13,093 shares

    0.2% of the 13F portfolio, value $26,217,346.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 94,966 shares
    Change vs previous 13F +25,167 shares

    0.18% of the 13F portfolio, value $21,967,601.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 69,799 shares
    Change vs previous 13F -349 shares

    0.16% of the 13F portfolio, value $16,498,324.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 70,148 shares
    Change vs previous 13F -1,146 shares

    0.18% of the 13F portfolio, value $16,139,615.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 71,294 shares
    Change vs previous 13F +45,938 shares

    0.21% of the 13F portfolio, value $16,842,577.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 25,356 shares
    Change vs previous 13F +3,606 shares

    0.09% of the 13F portfolio, value $5,782,161.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 21,750 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,360,979.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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