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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

  1. period ended2026-06-30
    13F 84,334 shares
    Change 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).

  2. period ended2026-03-31
    13F 40,334 shares
    Change 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).

  3. period ended2025-12-31
    13F 38,171 shares
    Change 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).

  4. period ended2025-09-30
    13F 39,154 shares
    Change 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).

  5. period ended2025-06-30
    13F 40,085 shares
    Change 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).

  6. period ended2025-03-31
    13F 21,353 shares
    Change 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).

  7. period ended2024-12-31
    13F 19,111 shares
    Change 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).

  8. period ended2024-09-30
    13F 17,874 shares
    Change 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).