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Integrated Wealth Concepts LLC

Position in UNP — Union Pacific Corp

CIK 1737109 WALTHAM, MA

Position in UNP

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$8,566,096
+$3,380,822 QoQ
Shares Held
31,493
+47.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#600
of 2,833 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNP Over Time

Shares Held

Position Value (USD)

Position in Railroads

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $16,715,631 across 10 Railroads names. UNP ranks #1 (51.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNP
Union Pacific Corp
This page
31,493 $8,566,096

All Filings in UNP

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,566,096 31,493
2026-03-31 $5,185,274 21,372
2025-12-31 $3,047,409 13,174
2025-09-30 $4,120,165 17,431
2025-06-30 $3,861,202 16,782
2025-03-31 $4,166,092 17,635
2024-12-31 $3,695,388 16,205
2024-09-30 $3,571,002 14,488
2024-06-30 $3,477,842 15,371
2024-03-31 $3,936,601 16,007
2023-12-31 $3,826,759 15,580
2023-09-30 $2,689,545 13,208
2023-06-30 $2,675,611 13,076
2023-03-31 $2,672,732 13,280
2022-12-31 $2,265,759 10,942
2022-09-30 $2,034,700 10,444
2022-06-30 $2,202,969 10,329
2022-03-31 $2,835,100 10,377
2021-12-31 $2,646,524 10,505
2021-09-30 $2,010,082 10,255
2021-06-30 $2,024,455 9,205
2021-03-31 $1,918,889 8,706
2020-12-31 $1,749,048 8,400
2020-09-30 $846,541 4,300
2020-06-30 $714,320 4,225
2020-03-31 $546,671 3,876