Smallwood Wealth Investment Management, LLC
Position in WU — Western Union CO
CIK 1921304
RED BANK, NJ
Position in WU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$14,046
-$933 QoQ
Shares Held
1,609
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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, 2026Smallwood Wealth Investment Management, LLC holds $624,000 across 6 Credit Services names.
All Filings in WU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,046 | 1,609 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,979 | 1,609 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,855 | 1,609 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,547 | 1,609 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $17,023 | 1,609 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||