Williams Jones Wealth Management, LLC.: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on UNP, newest first. How the timeline and the estimate are built.
Williams Jones Wealth Management, LLC. held 26,310 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 26,310 sharesChange vs previous 13F -2,361 shares
0.08% of the 13F portfolio, value $7,156,320.
13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,671 sharesChange vs previous 13F +159 shares
0.09% of the 13F portfolio, value $6,956,158.
13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,512 sharesChange vs previous 13F +106 shares
0.07% of the 13F portfolio, value $6,595,396.
13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,406 sharesChange vs previous 13F -150 shares
0.08% of the 13F portfolio, value $6,714,326.
13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,556 sharesChange vs previous 13F -931 shares
0.08% of the 13F portfolio, value $6,570,164.
13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,487 sharesChange vs previous 13F -2,834 shares
0.09% of the 13F portfolio, value $6,966,009.
13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,321 sharesChange vs previous 13F -1,601 shares
0.09% of the 13F portfolio, value $7,370,481.
13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,922 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $8,361,095.
13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).