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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings

Shares (Q1 2026)
6,606
Value
$1.60M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of UNP by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20266,606$1.60M0.2%−167−2.5%ReducedHolders
Q4 20256,773$1.57M0.2%−1,212−15.2%ReducedHolders
Q3 20257,985$1.89M0.3%−8,120−50.4%ReducedHolders
Q2 202516,105$3.71M0.5%−2,097−11.5%ReducedHolders
Q1 202518,202$4.30M0.7%+156+0.9%AddedHolders
Q4 202418,046$4.12M0.6%+548+3.1%AddedHolders
Q3 202417,498$4.31M0.7%+203+1.2%AddedHolders
Q2 202417,295$3.91M0.7%−70.0%ReducedHolders
Q1 202417,302$4.26M0.7%+179+1.0%AddedHolders
Q4 202317,123$4.21M0.8%+344+2.1%AddedHolders
Q3 202316,779$3.42M0.7%−42−0.2%ReducedHolders
Q2 202316,821$3.44M0.7%−268−1.6%ReducedHolders
Q1 202317,089$3.44M0.7%−1,151−6.3%ReducedHolders
Q4 202218,240$3.78M0.9%−3,727−17.0%ReducedHolders
Q3 202221,967$4.28M1.1%−240−1.1%ReducedHolders
Q2 202222,207$4.74M1.3%−84−0.4%ReducedHolders
Q1 202222,291$6.09M1.3%−177−0.8%ReducedHolders
Q4 202122,468$5.66M1.1%+77+0.3%AddedHolders
Q3 202122,391$4.39M0.9%+235+1.1%AddedHolders
Q2 202122,156$4.87M1.0%−795−3.5%ReducedHolders
Q1 202122,951$5.06M1.1%––Holders

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