Heartwood Wealth Advisors LLC

Position in UNP — Union Pacific Corp

CIK 1794935 RICHMOND, VA

Position in UNP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,647,776

+$202,974 QoQ

Shares Held

6,058

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#1,276

of 2,880 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,311,959 across 3 Railroads names. UNP ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	6,058	$1,647,776
2	NSC	Norfolk Southern Corp	1,204	$378,766
3	CSX	Csx Corp	6,005	$285,417

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,647,776	6,058	+1.7%	Shares	Sole	2026-07-17
2026-03-31	$1,444,802	5,955	-2.6%	Shares	Sole	2026-04-07
2025-12-31	$1,413,827	6,112	+5.3%	Shares	Sole	2026-01-12
2025-09-30	$1,372,127	5,805	-0.5%	Shares	Sole	2025-10-06
2025-06-30	$1,342,516	5,835	+7.4%	Shares	Sole	2025-07-08
2025-03-31	$1,283,964	5,435	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$1,240,309	5,439	+0.1%	Shares	Sole	2025-01-10
2024-09-30	$1,339,618	5,435	-1.3%	Shares	Sole	2024-10-07
2024-06-30	$1,246,466	5,509	0.0%	Shares	Sole	2024-07-09
2024-03-31	$1,354,828	5,509	0.0%	Shares	Sole	2024-04-02
2023-12-31	$1,353,120	5,509	+28.3%	Shares	Sole	2024-01-17
2023-09-30	$874,183	4,293	-22.6%	Shares	Sole	2023-10-17
2023-06-30	$1,135,436	5,549	-2.1%	Shares	Sole	2023-07-19
2023-03-31	$1,140,339	5,666	+6.8%	Shares	Sole	2023-04-14
2022-12-31	$1,098,092	5,303	+2.9%	Shares	Sole	2023-01-12
2022-09-30	$1,004,102	5,154	-0.1%	Shares	Sole	2022-10-25
2022-06-30	$1,100,311	5,159	-10.4%	Shares	Sole	2022-07-25
2022-03-31	$1,573,962	5,761	+38.5%	Shares	Sole	2022-04-26
2021-12-31	$1,048,280	4,161	0.0%	Shares	Sole	2022-01-12
2021-09-30	$815,597	4,161	+0.9%	Shares	Sole	2021-10-12
2021-06-30	$906,771	4,123	0.0%	Shares	Sole	2021-07-21
2021-03-31	$908,750	4,123	0.0%	Shares	Sole	2021-04-19
2020-12-31	$858,491	4,123	-0.6%	Shares	Sole	2021-01-26
2020-09-30	$816,616	4,148	0.0%	Shares	Sole	2020-10-28
2020-06-30	$701,302	4,148	0.0%	Shares	Sole	2020-08-05
2020-03-31	$585,033	4,148	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.