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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

WU holding history

Western Union CO in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WU overviewAll 13F holders of WUFull Q2 2026 holdings

Shares (Q2 2026)
34,560
Value
$266.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WU by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,560$266.1K<0.1%+73+0.2%AddedHolders
Q1 202634,487$301.1K<0.1%00.0%UnchangedHolders
Q4 202534,487$321.1K<0.1%−331−1.0%ReducedHolders
Q3 202534,818$278.2K<0.1%−2,791−7.4%ReducedHolders
Q2 202537,609$316.7K<0.1%+22+0.1%AddedHolders
Q1 202537,587$397.7K<0.1%+3,100+9.0%AddedHolders
Q4 202434,487$365.6K<0.1%00.0%UnchangedHolders
Q3 202434,487$411.4K<0.1%−20−0.1%ReducedHolders
Q2 202434,507$421.7K<0.1%00.0%UnchangedHolders
Q1 202434,507$461.4K<0.1%00.0%UnchangedHolders
Q4 202334,507$411.3K<0.1%00.0%UnchangedHolders
Q3 202334,507$454.8K<0.1%00.0%UnchangedHolders
Q2 202334,507$404.8K<0.1%00.0%UnchangedHolders
Q1 202334,507$384.8K<0.1%00.0%UnchangedHolders
Q4 202234,507$475.2K<0.1%00.0%UnchangedHolders
Q3 202234,507$466.0K<0.1%00.0%UnchangedHolders
Q2 202234,507$568.0K<0.1%00.0%UnchangedHolders
Q1 202234,507$647.0K<0.1%00.0%UnchangedHolders
Q4 202134,507$616.0K<0.1%−941−2.7%ReducedHolders
Q3 202135,448$717.0K0.1%00.0%UnchangedHolders
Q2 202135,448$814.0K0.1%00.0%UnchangedHolders
Q1 202135,448$874.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.