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Shared Vision Wealth Group LLC

SEC CIK
0002008178
Latest filing
Jul 31, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Shared Vision Wealth Group 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)
993
Value
$270.0K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of UNP by Shared Vision Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026993$270.0K0.1%+7+0.7%AddedHolders
Q1 2026986$239.2K0.1%+6+0.6%AddedHolders
Q4 2025980$226.4K0.1%+5+0.5%AddedHolders
Q3 2025975$219.6K0.1%+4+0.4%AddedHolders
Q2 2025971$215.6K0.1%+5+0.5%AddedHolders
Q1 2025966$228.2K0.1%+40+4.3%AddedHolders
Q4 2024926$211.1K0.1%+6+0.7%AddedHolders
Q3 2024920$226.8K0.1%+5+0.5%AddedHolders
Q2 2024915$207.1K0.1%+915NewHolders