Position in GDOT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,377
+$572 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#134
of 160 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in GDOT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $628,292 across 8 Credit Services names. GDOT ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
920 | $315,642 | |
| 2 | MA |
Mastercard Inc
|
399 | $204,926 | |
| 3 | AXP |
American Express Co
|
175 | $59,193 | |
| 4 | COF |
Capital One Financial Corp
|
199 | $39,923 | |
| 5 | GDOT |
Green Dot Corp
This page
|
250 | $3,377 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
63 | $2,720 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
23 | $1,875 | |
| 8 | CACC |
Credit Acceptance Corp
|
1 | $636 |
All Filings in GDOT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,377 | 250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,805 | 250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,202 | 250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,357 | 250 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,695 | 250 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||