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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Consilio 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)
867
Value
$235.8K
% of portfolio
0.1%
Quarters held
5
Since Q3 2024
Holdings of UNP by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026867$235.8K0.1%+8+0.9%AddedHolders
Q1 2026859$208.4K0.1%+859NewHolders
Q4 20250$00.0%−861−100.0%Sold outHolders
Q3 2025861$203.5K0.1%+861NewHolders
Q2 20250$00.0%−952−100.0%Sold outHolders
Q1 2025952$224.9K0.1%+952NewHolders
Q4 20240$00.0%−884−100.0%Sold outHolders
Q3 2024884$217.8K0.1%+884NewHolders