Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,400
-$12,360 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#314
of 479 holders
Holding Since
Dec 2025
3 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, 2026Strategies Wealth Advisors, LLC holds $730,855 across 3 Credit Services names. WU ranks #3 (12.6% of the industry book) .
All Filings in WU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,400 | 12,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $104,760 | 12,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,720 | 12,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||