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Disclosery

Concord Wealth Partners: UNP position timeline

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

Concord Wealth Partners held 29,766 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 29,766 shares
    Change vs previous 13F -4,702 shares

    0.53% of the 13F portfolio, value $8,096,317.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 15,171 shares
    • Concord Asset Management, LLC/VA: 14,595 shares

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

  2. period ended2026-03-31
    13F 34,468 shares
    Change vs previous 13F +5,510 shares

    0.61% of the 13F portfolio, value $8,362,546.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,412 shares
    • Concord Asset Management, LLC/VA: 17,056 shares

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

  3. period ended2025-12-31
    13F 28,958 shares
    Change vs previous 13F +783 shares

    0.5% of the 13F portfolio, value $6,698,653.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,659 shares
    • Concord Asset Management, LLC/VA: 14,299 shares

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

  4. period ended2025-09-30
    13F 28,175 shares
    Change vs previous 13F +2,677 shares

    0.52% of the 13F portfolio, value $6,659,604.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,095 shares
    • Concord Asset Management, LLC/VA: 14,080 shares

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

  5. period ended2025-06-30
    13F 25,498 shares
    Change vs previous 13F -575 shares

    0.43% of the 13F portfolio, value $5,866,752.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,749 shares
    • Concord Asset Management, LLC/VA: 12,749 shares

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

  6. period ended2025-03-31
    13F 26,073 shares
    Change vs previous 13F -1,236 shares

    0.56% of the 13F portfolio, value $5,946,791.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 13,152 shares
    • Concord Asset Management, LLC/VA: 12,921 shares

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

  7. period ended2024-12-31
    13F 27,309 shares
    Change vs previous 13F +1,197 shares

    0.58% of the 13F portfolio, value $6,227,526.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 13,682 shares
    • Concord Asset Management, LLC/VA: 13,627 shares

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

  8. period ended2024-09-30
    13F 26,112 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,436,063.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,900 shares
    • Concord Asset Management, LLC/VA: 13,212 shares

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