Position in UNP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,070,864
+$43,854 QoQ
Shares Held
3,937
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,493
of 2,880 holders
Holding Since
Dec 2023
7 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, 2026Invera Wealth Advisors, LLC holds $1,346,680 across 2 Railroads names. UNP ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
3,937 | $1,070,864 | |
| 2 | CSX |
Csx Corp
|
5,803 | $275,816 |
All Filings in UNP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,864 | 3,937 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,027,010 | 4,233 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $981,953 | 4,245 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,057,046 | 4,472 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,044,103 | 4,538 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,071,112 | 4,534 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $1,121,255 | 4,565 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||