Avantax Planning Partners, Inc.

Position in UNP — Union Pacific Corp

CIK 1005441 DUBUQUE, IA

Position in UNP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,389,648

+$352,691 QoQ

Shares Held

5,109

+19.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,357

of 2,874 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $2,545,764 across 3 Railroads names. UNP ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	5,109	$1,389,648
2	NSC	Norfolk Southern Corp	1,852	$582,620
3	CSX	Csx Corp	12,066	$573,496

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,389,648	5,109	+19.5%	Shares	Sole	2026-07-28
2026-03-31	$1,036,957	4,274	-11.5%	Shares	Sole	2026-05-04
2025-12-31	$1,117,275	4,830	-5.6%	Shares	Sole	2026-02-05
2025-09-30	$1,209,978	5,119	+3.0%	Shares	Sole	2025-10-31
2025-06-30	$1,143,727	4,971	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$1,187,814	5,028	+0.1%	Shares	Sole	2025-04-29
2024-12-31	$1,145,216	5,022	-11.7%	Shares	Sole	2025-02-07
2024-09-30	$1,401,978	5,688	-7.8%	Shares	Sole	2024-11-14
2024-06-30	$1,395,571	6,168	-12.5%	Shares	Sole	2024-08-09
2024-03-31	$1,733,806	7,050	+2.6%	Shares	Sole	2024-05-03
2023-12-31	$1,688,146	6,873	-6.2%	Shares	Sole	2024-02-09
2023-09-30	$1,492,607	7,330	+2.0%	Shares	Sole	2023-11-06
2023-06-30	$1,470,194	7,185	+2.9%	Shares	Sole	2023-07-18
2023-03-31	$1,404,996	6,981	+26.8%	Shares	Sole	2023-04-21
2022-12-31	$1,140,334	5,507	+18.4%	Shares	Sole	2023-02-10
2022-09-30	$906,497	4,653	-11.0%	Shares	Sole	2022-10-14
2022-06-30	$1,114,601	5,226	+1.5%	Shares	Sole	2022-07-18
2022-03-31	$1,406,211	5,147	-36.4%	Shares	Sole	2022-05-09
2021-12-31	$2,039,373	8,095	-8.2%	Shares	Sole	2022-01-28
2021-09-30	$1,727,632	8,814	+41.1%	Shares	Sole	2021-10-27
2021-06-30	$1,373,462	6,245	-45.9%	Shares	Sole	2021-08-10
2021-03-31	$2,546,396	11,553	+0.5%	Shares	Sole	2021-05-06
2020-12-31	$2,392,656	11,491	-17.2%	Shares	Sole	2021-02-04
2020-09-30	$2,731,964	13,877	+4.4%	Shares	Sole	2020-10-28
2020-06-30	$2,246,433	13,287	-2.3%	Shares	Sole	2020-07-15
2020-03-31	$1,918,990	13,606	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.