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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

UNP holding history

Union Pacific Corp in every 13F filed by PBMares 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 Q3 2025 holdings

Shares (Q3 2025)
1,385
Value
$327.5K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of UNP by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,385$327.5K0.1%00.0%UnchangedHolders
Q2 20251,385$318.8K0.1%00.0%UnchangedHolders
Q1 20251,385$327.3K0.1%−357−20.5%ReducedHolders
Q4 20241,742$397.4K0.1%00.0%UnchangedHolders
Q3 20241,742$429.5K0.1%−5−0.3%ReducedHolders
Q2 20241,747$395.4K0.1%−102−5.5%ReducedHolders
Q1 20241,849$454.7K0.1%−129−6.5%ReducedHolders
Q4 20231,978$485.8K0.1%+6+0.3%AddedHolders
Q3 20231,972$401.5K0.1%+210+11.9%AddedHolders
Q2 20231,762$360.6K0.1%+3+0.2%AddedHolders
Q1 20231,759$354.1K0.1%−90−4.9%ReducedHolders
Q4 20221,849$383.0K0.2%−355−16.1%ReducedHolders
Q3 20222,204$429.0K0.2%+74+3.5%AddedHolders
Q2 20222,130$454.0K0.2%+480+29.1%AddedHolders
Q1 20221,650$451.0K0.3%+90+5.8%AddedHolders
Q4 20211,560$393.0K0.2%−330−17.5%ReducedHolders
Q3 20211,890$371.0K0.2%00.0%UnchangedHolders
Q2 20211,890$416.0K0.2%−140−6.9%ReducedHolders
Q1 20212,030$448.0K0.4%––Holders

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