Position in UNP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,027,344
+$124,313 QoQ
Shares Held
3,777
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,515
of 2,874 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Derivatives in UNP
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$299,200
PutShares
1,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $2,581,634 across 3 Railroads names. UNP ranks #2 (39.8% of the industry book) .
All Filings in UNP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,200 | 1,100 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $1,027,344 | 3,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,882 | 1,100 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $903,031 | 3,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $884,105 | 3,822 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $277,584 | 1,200 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $856,841 | 3,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $831,509 | 3,614 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $990,081 | 4,191 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $903,950 | 3,964 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254,367 | 1,032 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $245,944 | 1,087 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $268,309 | 1,091 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $257,655 | 1,049 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||