Position in WU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$246,400
-$32,960 QoQ
Shares Held
32,000
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#227
of 479 holders
Holding Since
Mar 2024
9 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, 2026Provenance Wealth Advisors, LLC holds $2,365,101 across 6 Credit Services names. WU ranks #3 (10.4% of the industry book) .
All Filings in WU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,400 | 32,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $279,360 | 32,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $297,920 | 32,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $255,680 | 32,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $269,440 | 32,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $338,560 | 32,000 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $381,760 | 32,000 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $391,040 | 32,000 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $447,360 | 32,000 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||