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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Personal Cfo Solutions, 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 (Q2 2026)
2,776
Value
$754.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UNP by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,776$754.9K0.1%−143−4.9%ReducedHolders
Q1 20262,919$708.2K0.1%+82+2.9%AddedHolders
Q4 20252,837$656.3K0.1%+298+11.7%AddedHolders
Q3 20252,539$600.1K0.1%+180+7.6%AddedHolders
Q2 20252,359$542.7K0.1%+153+6.9%AddedHolders
Q1 20252,206$521.1K0.1%+131+6.3%AddedHolders
Q4 20242,075$473.3K0.1%−73−3.4%ReducedHolders
Q3 20242,148$529.4K0.1%+256+13.5%AddedHolders
Q2 20241,892$428.2K0.1%−126−6.2%ReducedHolders
Q1 20242,018$496.3K0.1%+391+24.0%AddedHolders
Q4 20231,627$399.8K0.1%+220+15.6%AddedHolders
Q3 20231,407$286.6K0.1%+397+39.3%AddedHolders
Q2 20231,010$206.6K<0.1%+1,010NewHolders
Q1 20230$00.0%−1,341−100.0%Sold outHolders
Q4 20221,341$277.6K0.1%+13+1.0%AddedHolders
Q3 20221,328$259.0K0.1%−194−12.7%ReducedHolders
Q2 20221,522$325.0K0.1%+181+13.5%AddedHolders
Q1 20221,341$366.0K0.1%+189+16.4%AddedHolders
Q4 20211,152$290.0K0.1%+131+12.8%AddedHolders
Q3 20211,021$200.0K<0.1%−332−24.5%ReducedHolders
Q2 20211,353$297.0K0.1%+27+2.0%AddedHolders
Q1 20211,326$292.0K0.1%––Holders

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