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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Encompass Wealth Advisors, 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)
1,710
Value
$465.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNP by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,710$465.2K0.1%00.0%UnchangedHolders
Q1 20261,710$414.9K0.1%00.0%UnchangedHolders
Q4 20251,710$395.6K0.1%00.0%UnchangedHolders
Q3 20251,710$404.2K0.1%00.0%UnchangedHolders
Q2 20251,710$393.4K0.1%+2+0.1%AddedHolders
Q1 20251,708$403.5K0.2%00.0%UnchangedHolders
Q4 20241,708$389.5K0.2%−4,910−74.2%ReducedHolders
Q3 20246,618$1.63M0.4%00.0%UnchangedHolders
Q2 20246,618$1.50M0.4%00.0%UnchangedHolders
Q1 20246,618$1.63M0.4%00.0%UnchangedHolders
Q4 20236,618$1.63M0.5%00.0%UnchangedHolders
Q3 20236,618$1.35M0.4%−1,060−13.8%ReducedHolders
Q2 20237,678$1.57M0.5%00.0%UnchangedHolders
Q1 20237,678$1.55M0.5%00.0%UnchangedHolders
Q4 20227,678$1.59M0.6%00.0%UnchangedHolders
Q3 20227,678$1.50M0.6%+1,060+16.0%AddedHolders
Q2 20226,618$1.41M0.5%00.0%UnchangedHolders
Q1 20226,618$1.81M0.5%00.0%UnchangedHolders
Q4 20216,618$1.67M0.4%00.0%UnchangedHolders
Q3 20216,618$1.30M0.3%−1,510−18.6%ReducedHolders
Q2 20218,128$1.79M0.4%00.0%UnchangedHolders
Q1 20218,128$1.83M0.5%––Holders

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