Independent Solutions Wealth Management, LLC
Position in UNP — Union Pacific Corp
CIK 1818391
Williamsville, NY
Position in UNP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$486,064
+$47,893 QoQ
Shares Held
1,787
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,970
of 2,880 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, 2026Independent Solutions Wealth Management, LLC holds $1,683,436 across 3 Railroads names. UNP ranks #2 (28.9% of the industry book) .
All Filings in UNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,064 | 1,787 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $438,171 | 1,806 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $417,763 | 1,806 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $432,793 | 1,831 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $388,144 | 1,687 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $414,128 | 1,753 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $422,102 | 1,851 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $473,734 | 1,922 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $435,324 | 1,924 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $486,695 | 1,979 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $486,081 | 1,979 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $512,333 | 2,516 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $1,264,551 | 6,180 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $1,177,371 | 5,850 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $1,181,541 | 5,706 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $404,251 | 2,075 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $442,342 | 2,074 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $705,974 | 2,584 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $712,206 | 2,827 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $563,332 | 2,874 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $629,439 | 2,862 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $539,122 | 2,446 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $801,647 | 3,850 | Shares | Sole | 2024-12-19 | |
| 2020-09-30 | $748,106 | 3,800 | Shares | Sole | 2024-12-19 | |
| 2020-06-30 | $690,481 | 4,084 | Shares | Sole | 2024-12-19 | |
| 2020-03-31 | $607,036 | 4,304 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||