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Planning Strategies Inc.

Position in UNP — Union Pacific Corp

CIK 2139665 LANCASTER, PA

Position in UNP

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$9,792
New position
Shares Held
36
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,803
of 2,867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Railroads

Industrials · as of Jun 30, 2026

Planning Strategies Inc. holds $31,397 across 4 Railroads names. UNP ranks #2 (31.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNP
Union Pacific Corp
This page
36 $9,792

All Filings in UNP

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $9,792 36