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Strategic Wealth Designers

SEC CIK
0001802365
Latest filing
Aug 4, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Strategic Wealth Designers, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of UNP by Strategic Wealth Designers, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,116−100.0%Sold outHolders
Q2 20231,116$228.4K<0.1%+33+3.0%AddedHolders
Q1 20231,083$218.0K<0.1%−159−12.8%ReducedHolders
Q4 20221,242$260.1K0.1%+95+8.3%AddedHolders
Q3 20221,147$224.0K0.1%+120+11.7%AddedHolders
Q2 20221,027$219.0K0.1%+47+4.8%AddedHolders
Q1 2022980$268.0K0.1%+40+4.3%AddedHolders
Q4 2021940$237.0K0.1%+940NewHolders
Q3 20210$00.0%−922−100.0%Sold outHolders
Q2 2021922$203.0K0.1%−63−6.4%ReducedHolders
Q1 2021985$217.0K0.1%––Holders

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