RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

UNP holding history

Union Pacific Corp in every 13F filed by RSM US 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 overview All 13F holders of UNP Full Q2 2026 holdings

Shares (Q2 2026): 48,809
Value: $13.3M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNP by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	48,809	$13.3M	0.1%	+1,517+3.2%	Added	Holders
Q1 2026	47,292	$11.5M	0.1%	+1,139+2.5%	Added	Holders
Q4 2025	46,153	$10.8M	0.1%	+1,559+3.5%	Added	Holders
Q3 2025	44,594	$10.5M	0.1%	−667−1.5%	Reduced	Holders
Q2 2025	45,261	$10.4M	0.1%	−820−1.8%	Reduced	Holders
Q1 2025	46,081	$10.9M	0.2%	−1,752−3.7%	Reduced	Holders
Q4 2024	47,833	$10.9M	0.2%	+8,692+22.2%	Added	Holders
Q3 2024	39,141	$9.61M	0.1%	+1,474+3.9%	Added	Holders
Q2 2024	37,667	$8.47M	0.1%	+15,932+73.3%	Added	Holders
Q1 2024	21,735	$5.35M	0.1%	+3,042+16.3%	Added	Holders
Q4 2023	18,693	$4.59M	0.1%	−399−2.1%	Reduced	Holders
Q3 2023	19,092	$3.89M	0.1%	−229−1.2%	Reduced	Holders
Q2 2023	19,321	$3.95M	0.1%	−76−0.4%	Reduced	Holders
Q1 2023	19,397	$3.90M	0.1%	+13,161+211.0%	Added	Holders
Q4 2022	6,236	$1.29M	0.1%	−643−9.3%	Reduced	Holders
Q3 2022	6,879	$1.34M	0.1%	+16+0.2%	Added	Holders
Q2 2022	6,863	$1.46M	0.1%	+1,284+23.0%	Added	Holders
Q1 2022	5,579	$1.52M	0.1%	−18−0.3%	Reduced	Holders
Q4 2021	5,597	$1.41M	0.1%	−12−0.2%	Reduced	Holders
Q3 2021	5,609	$1.10M	0.1%	−173−3.0%	Reduced	Holders
Q2 2021	5,782	$1.27M	0.1%	+20.0%	Added	Holders
Q1 2021	5,780	$1.27M	0.1%	–	–	Holders

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