Position in WU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$289,127
+$274,866 QoQ
Shares Held
37,549
+5676.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#213
of 479 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRUE Private Wealth Advisors holds $2,465,814 across 4 Credit Services names. WU ranks #4 (11.7% of the industry book) .
All Filings in WU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,127 | 37,549 | Shares | Sole | 2026-07-23 | |
| 2020-12-31 | $14,261 | 650 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $13,929 | 650 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $14,053 | 650 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $11,784 | 650 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||