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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overviewAll 13F holders of UNPFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UNP by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−17,442−100.0%Sold outHolders
Q2 202517,442$4.01M0.6%+357+2.1%AddedHolders
Q1 202517,085$4.04M0.7%+402+2.4%AddedHolders
Q4 202416,683$3.80M0.7%−254−1.5%ReducedHolders
Q3 202416,937$4.17M0.7%+269+1.6%AddedHolders
Q2 202416,668$3.77M0.7%+918+5.8%AddedHolders
Q1 202415,750$3.87M0.7%+475+3.1%AddedHolders
Q4 202315,275$3.75M0.8%+820+5.7%AddedHolders
Q3 202314,455$2.94M0.7%+603+4.4%AddedHolders
Q2 202313,852$2.83M0.6%+1,433+11.5%AddedHolders
Q1 202312,419$2.50M0.6%−124−1.0%ReducedHolders
Q4 202212,543$2.60M0.6%−227−1.8%ReducedHolders
Q3 202212,770$2.49M0.6%+111+0.9%AddedHolders
Q2 202212,659$2.66M0.6%+752+6.3%AddedHolders
Q1 202211,907$2.92M0.6%+961+8.8%AddedHolders
Q4 202110,946$2.62M0.5%+1,058+10.7%AddedHolders
Q3 20219,888$2.02M0.4%−163−1.6%ReducedHolders
Q2 202110,051$2.18M0.4%+888+9.7%AddedHolders
Q1 20219,163$2.03M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.