UNP β€” UNION PACIFIC CORPORATION

Ownership history in 1776 Wealth LLC  Β·  19 quarters on record

AI Ownership Summary

1776 Wealth LLC reported UNION PACIFIC CORPORATION (UNP) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.34% in 2023 Q4. The latest visible filing shows UNP at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1776 Wealth LLC's position in UNION PACIFIC CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UNP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1776 Wealth LLC held UNP β€” position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 906 -1,437 -61.3% 0.08% $214K 2025-11-06 $215.60
2025 Q2 REDUCED 2,343 -120 -4.9% 0.22% $539K 2025-08-08 $218.43
2025 Q1 REDUCED 2,463 -55 -2.2% 0.27% $582K 2025-05-06 $208.29
2024 Q4 REDUCED 2,518 -29 -1.1% 0.26% $574K 2025-02-10 $237.40
2024 Q3 REDUCED 2,547 -136 -5.1% 0.28% $628K 2024-11-06 $240.05
2024 Q2 REDUCED 2,683 -114 -4.1% 0.27% $607K 2024-08-13 $228.00
2024 Q1 REDUCED 2,797 -14 -0.5% 0.33% $688K 2024-05-10 $236.39
2023 Q4 UNCHANGED 2,811 β€” 0% 0.34% $690K 2024-02-14 $237.75
2023 Q3 UNCHANGED 2,811 β€” 0% 0.30% $572K 2023-11-02 $199.82
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About 1776 Wealth LLC and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1776 Wealth LLC reported owning UNP?

1776 Wealth LLC reported UNP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported UNP position in 1776 Wealth LLC's portfolio?

The largest reported portfolio weight for UNP was 0.34% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q3, when 1776 Wealth LLC reported 906 shares, equal to 0.08% of portfolio, with an estimated market value of $214K.

What does the chart on this UNP ownership page compare?

The chart compares 1776 Wealth LLC's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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