UNP UNION PAC CORP

Ownership history in Wealth Dimensions Group, Ltd.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in UNION PAC CORP (UNP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q1)
Avg. % of fund
0.06%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,164 0% 0.06% $275K $233.77
2025 Q2 REDUCED 1,164 -7 -0.6% 0.06% $268K $226.14
2025 Q1 ADDED 1,171 +149 +14.6% 0.07% $277K $230.80
2024 Q4 INITIATED 1,022 0.06% $233K $221.57
% of Fund (quarterly)    UNP price (monthly, adj. close)
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