Position in WU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$80,850
-$10,815 QoQ
Shares Held
10,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#328
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, 2026Peak Wealth Management LLC holds $80,850 across 1 Credit Services name. WU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WU |
Western Union CO
This page
|
10,500 | $80,850 |
All Filings in WU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,850 | 10,500 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $91,665 | 10,500 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $97,755 | 10,500 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||