Position in V
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,284,822
-$355,097 QoQ
Shares Held
4,251
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $46,199,471 across 5 Credit Services names. V ranks #3 (2.8% of the industry book) .
All Filings in V
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,284,822 | 4,251 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,639,919 | 4,676 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,597,658 | 4,680 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,659,503 | 4,674 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,640,853 | 4,682 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,489,812 | 4,714 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,322,234 | 4,809 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,263,530 | 4,814 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,339,584 | 4,800 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,249,680 | 4,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,143,839 | 4,973 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,187,162 | 4,999 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,057,181 | 4,689 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $979,380 | 4,714 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $837,975 | 4,717 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $928,730 | 4,717 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $960,485 | 4,331 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,028,722 | 4,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,068,531 | 4,797 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,145,016 | 4,897 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,407,369 | 6,647 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,453,898 | 6,647 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,288,806 | 6,445 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,399,709 | 7,246 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $877,459 | 5,446 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||