Diversify Advisory Services, LLC: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on UNP, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 84,334 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 84,334 sharesChange vs previous 13F +44,000 shares
0.21% of the 13F portfolio, value $25,241,208.
13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 42,167 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 42,167 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,334 sharesChange vs previous 13F +2,163 shares
0.19% of the 13F portfolio, value $10,679,761.
13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 0 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 40,334 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,171 sharesChange vs previous 13F -983 shares
0.17% of the 13F portfolio, value $8,756,451.
13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 21,483 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 16,688 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,154 sharesChange vs previous 13F -931 shares
0.18% of the 13F portfolio, value $8,567,623.
13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 22,615 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 16,539 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,085 sharesChange vs previous 13F +18,732 shares
0.21% of the 13F portfolio, value $8,770,549.
13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 24,328 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 15,757 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,353 sharesChange vs previous 13F +2,242 shares
0.16% of the 13F portfolio, value $4,580,980.
13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 7,378 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 13,975 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,111 sharesChange vs previous 13F +1,237 shares
0.14% of the 13F portfolio, value $4,303,874.
13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 8,660 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 10,451 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,874 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $4,315,072.
13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 11,624 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 6,250 shares
Acceptance time not in the bulk data set (spec §4.2).