WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

UNP holding history

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

UNP overview All 13F holders of UNP Full Q2 2026 holdings

Shares (Q2 2026): 19,918
Value: $5.42M
% of portfolio: 1.0%
Quarters held: 20; Since Q1 2021

Holdings of UNP by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,918	$5.42M	1.0%	−299−1.5%	Reduced	Holders
Q1 2026	20,217	$4.90M	0.9%	−168−0.8%	Reduced	Holders
Q4 2025	20,385	$4.72M	0.7%	−712−3.4%	Reduced	Holders
Q3 2025	21,097	$4.99M	0.7%	+451+2.2%	Added	Holders
Q2 2025	20,646	$4.75M	0.8%	−65−0.3%	Reduced	Holders
Q1 2025	20,711	$4.89M	0.7%	−11−0.1%	Reduced	Holders
Q4 2024	20,722	$4.73M	0.7%	−174−0.8%	Reduced	Holders
Q3 2024	20,896	$5.15M	0.7%	−527−2.5%	Reduced	Holders
Q2 2024	21,423	$4.85M	0.5%	+6,669+45.2%	Added	Holders
Q1 2024	14,754	$3.63M	0.4%	−137−0.9%	Reduced	Holders
Q4 2023	14,891	$3.66M	0.4%	−744−4.8%	Reduced	Holders
Q3 2023	15,635	$3.18M	0.4%	+523+3.5%	Added	Holders
Q2 2023	15,112	$3.09M	0.4%	−2,575−14.6%	Reduced	Holders
Q1 2023	17,687	$3.56M	0.4%	−10,491−37.2%	Reduced	Holders
Q4 2022	28,178	$5.75M	0.4%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	26,240	$6.15M	0.4%	−514−1.9%	Reduced	Holders
Q4 2021	26,754	$6.54M	0.4%	+249+0.9%	Added	Holders
Q3 2021	26,505	$6.56M	0.4%	+265+1.0%	Added	Holders
Q2 2021	26,240	$5.94M	0.4%	+241+0.9%	Added	Holders
Q1 2021	25,999	$5.87M	0.5%	–	–	Holders

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