Position in SEZL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$51,489
+$32,502 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 323 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $32,876,764 across 9 Credit Services names. SEZL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
51,196 | $17,564,835 | |
| 2 | MA |
Mastercard Inc
|
27,746 | $14,250,345 | |
| 3 | AXP |
American Express Co
|
1,535 | $519,213 | |
| 4 | COF |
Capital One Financial Corp
|
932 | $186,977 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
8,350 | $149,715 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
1,320 | $143,022 | |
| 7 | SEZL |
Sezzle Inc.
This page
|
300 | $51,489 | |
| 8 | WU |
Western Union CO
|
800 | $6,160 |
All Filings in SEZL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,489 | 300 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $18,987 | 300 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $19,042 | 300 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,362 | 80 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||