Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,746
-$32,867 QoQ
Shares Held
32,045
+0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#226
of 479 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $3,205,728 across 5 Credit Services names. WU ranks #5 (7.7% of the industry book) .
All Filings in WU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,746 | 32,045 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $279,613 | 32,029 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $296,514 | 31,849 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $252,260 | 31,572 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||