TRED AVON FAMILY WEALTH, LLC

Position in WU — Western Union CO

CIK 2094435 EASTON, MD

Position in WU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$603,757

-$65,091 QoQ

Shares Held

78,410

+2.3% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#169

of 479 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $6,160,469 across 4 Credit Services names. WU ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,929	$3,063,450
2	AXP	American Express Co	3,818	$1,291,438
3	MA	Mastercard Inc	2,340	$1,201,824
4	WU	Western Union CO This page	78,410	$603,757

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,757	78,410	+2.3%	Shares	Sole	2026-08-10
2026-03-31	$668,848	76,615	+43.2%	Shares	Sole	2026-04-22
2025-12-31	$497,991	53,490	-15.2%	Shares	Sole	2026-01-27
2025-09-30	$503,809	63,055	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.