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Disclosery

PFG Investments, LLC: WU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Investments, LLC on WU, newest first. How the timeline and the estimate are built.

PFG Investments, LLC held 33,164 WU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,164 shares
    Change vs previous 13F +9,782 shares

    0.01% of the 13F portfolio, value $255,361.

    13F-HR 0001754960-26-000624 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,382 shares
    Change vs previous 13F +1,454 shares

    0.01% of the 13F portfolio, value $204,122.

    13F-HR 0001754960-26-000334 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,928 shares
    Change vs previous 13F +2,998 shares

    0.01% of the 13F portfolio, value $204,147.

    13F-HR 0001754960-26-000119 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,930 shares
    Change vs previous 13F -22,935 shares

    0.01% of the 13F portfolio, value $151,248.

    13F-HR 0001754960-25-000741 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,865 shares
    Change vs previous 13F -6,426 shares

    0.02% of the 13F portfolio, value $352,504.

    13F-HR 0001754960-25-000435 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,291 shares
    Change vs previous 13F -3,722 shares

    0.03% of the 13F portfolio, value $510,916.

    13F-HR 0001754960-25-000234 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,013 shares
    Change vs previous 13F +336 shares

    0.03% of the 13F portfolio, value $551,343.

    13F-HR 0001754960-25-000057 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,677 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $616,505.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).