Position in WU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$92,092
New position
Shares Held
10,549
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,594,420 across 5 Credit Services names.
All Filings in WU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,092 | 10,549 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||