Position in WU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$246
-$3,184 QoQ
Shares Held
32
-91.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 479 holders
Holding Since
Jun 2023
7 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, 2026CVA Family Office, LLC holds $5,821,705 across 19 Credit Services names. WU ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,951 | $2,384,818 | |
| 2 | MA |
Mastercard Inc
|
4,187 | $2,150,443 | |
| 3 | AXP |
American Express Co
|
1,575 | $532,743 | |
| 4 | COF |
Capital One Financial Corp
|
2,289 | $459,219 | |
| 5 | SYF |
Synchrony Financial
|
1,032 | $78,483 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,361 | $58,767 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
509 | $41,508 | |
| 8 | ALLY |
Ally Financial Inc.
|
560 | $25,732 |
All Filings in WU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246 | 32 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,430 | 393 | Shares | Sole | 2026-04-29 | |
| 2024-09-30 | $7,158 | 600 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,332 | 600 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,388 | 600 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,152 | 600 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $7,038 | 600 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||