Position in SEZL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$479,877
+$276,843 QoQ
Shares Held
2,796
-12.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#173
of 323 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. SEZL ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
32,793 | $11,250,950 | |
| 2 | MA |
Mastercard Inc
|
9,082 | $4,664,515 | |
| 3 | AXP |
American Express Co
|
12,504 | $4,229,478 | |
| 4 | COF |
Capital One Financial Corp
|
16,582 | $3,326,680 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
81,145 | $1,454,929 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,045 | $574,519 | |
| 7 | SEZL |
Sezzle Inc.
This page
|
2,796 | $479,877 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
9,899 | $427,438 |
All Filings in SEZL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,877 | 2,796 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $203,034 | 3,208 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||