Smallwood Wealth Investment Management, LLC
Position in UNP — Union Pacific Corp
CIK 1921304
RED BANK, NJ
Position in UNP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,584
+$418 QoQ
Shares Held
72
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,791
of 2,882 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $107,444 across 3 Railroads names. UNP ranks #2 (18.2% of the industry book) .
All Filings in UNP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,584 | 72 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $19,166 | 79 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $18,274 | 79 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,018 | 72 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,335 | 71 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $15,828 | 67 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||