SEC 13F Intelligence

Monument Capital Management / W3U

Monument Capital Management’s Western Un Co Position

Does Monument Capital Management own Western Un Co (W3U)? Not currently — the last reported position was 95.8K shares worth $2M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2020
Shares
95.8K
% of Portfolio
+1.25%
Quarters Held
6
position exited

Position History W3U

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202095.8K$2M+1.25%
Q4 201996.5K$3M+1.32%
Q3 201999.1K$2M+1.25%
Q2 2019105.1K$2M+1.13%
Q1 2019101.1K$2M+1.06%
Q4 201898.5K$2M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monument Capital Management’s full portfolio or all institutional holders of W3U.