Position in WU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$233,487
-$27,889 QoQ
Shares Held
30,323
+1.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#233
of 479 holders
Holding Since
Mar 2026
2 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, 2026Carolina Wealth Advisors, LLC holds $291,732 across 4 Credit Services names. WU ranks #1 (80.0% of the industry book) .
All Filings in WU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,487 | 30,323 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $261,376 | 29,940 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||