Position in WU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$26,090
-$3,495 QoQ
Shares Held
3,389
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#349
of 479 holders
Holding Since
Mar 2026
2 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, 2026Ascentis Independent Advisors holds $188,127 across 4 Credit Services names. WU ranks #3 (13.9% 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 | $26,090 | 3,389 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $29,585 | 3,389 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||