Skip to content
Disclosery

Ascentis Wealth Management, LLC: UNP position timeline

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

Ascentis Wealth Management, LLC held 1,662 UNP shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,662 shares
    Change vs previous 13F -8,422 shares

    0.06% of the 13F portfolio, value $452,136.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 66 shares
    • Ascentis Wealth Management, LLC: 1,596 shares

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

  2. period ended2026-03-31
    13F 10,084 shares
    Change vs previous 13F +3,208 shares

    0.13% of the 13F portfolio, value $2,447,199.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,493 shares
    • Ascentis Wealth Management, LLC: 1,591 shares

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

  3. period ended2025-12-31
    13F 6,876 shares
    Change vs previous 13F +94 shares

    0.15% of the 13F portfolio, value $1,590,814.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,990 shares
    • Ascentis Wealth Management, LLC: 1,886 shares

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

  4. period ended2025-09-30
    13F 6,782 shares
    Change vs previous 13F +776 shares

    0.15% of the 13F portfolio, value $1,603,117.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,901 shares
    • Ascentis Wealth Management, LLC: 1,881 shares

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

  5. period ended2025-06-30
    13F 6,006 shares
    Change vs previous 13F -301 shares

    0.15% of the 13F portfolio, value $1,389,826.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,564 shares
    • Ascentis Wealth Management, LLC: 1,442 shares

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

  6. period ended2025-03-31
    13F 6,307 shares
    Change vs previous 13F -1,140 shares

    0.18% of the 13F portfolio, value $1,491,252.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,870 shares
    • Ascentis Wealth Management, LLC: 1,437 shares

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

  7. period ended2024-12-31
    13F 7,447 shares
    Change vs previous 13F -176 shares

    0.2% of the 13F portfolio, value $1,698,258.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,977 shares
    • Ascentis Wealth Management, LLC: 2,470 shares

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

  8. period ended2024-09-30
    13F/A 7,623 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,878,988.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,182 shares
    • Ascentis Wealth Management, LLC: 2,441 shares

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