Position in UNP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,032,784
+$267,561 QoQ
Shares Held
3,797
+20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,512
of 2,880 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $1,808,210 across 3 Railroads names. UNP ranks #1 (57.1% of the industry book) .
All Filings in UNP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,784 | 3,797 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $765,223 | 3,154 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $558,869 | 2,416 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $457,612 | 1,936 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $402,179 | 1,748 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $355,304 | 1,504 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $313,783 | 1,376 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $205,217 | 907 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||