Position in WU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$362,190
-$51,490 QoQ
Shares Held
41,488
-6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Michels Family Financial, LLC holds $863,900 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,518 | $863,900 |
All Filings in WU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,190 | 41,488 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $413,680 | 44,434 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $373,308 | 46,722 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $381,308 | 45,286 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $510,188 | 48,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $505,418 | 47,681 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||