Position in V
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$344,805
-$50,827 QoQ
Shares Held
1,005
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,814
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $31,298,271 across 7 Credit Services names. V ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
59,733 | $30,678,868 | |
| 2 | V |
Visa Inc.
This page
|
1,005 | $344,805 | |
| 3 | COF |
Capital One Financial Corp
|
764 | $153,273 | |
| 4 | KLAR |
Klarna Group plc
|
4,240 | $85,817 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
550 | $23,749 | |
| 6 | AXP |
American Express Co
|
23 | $7,779 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
222 | $3,980 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,805 | 1,005 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $395,632 | 1,309 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $457,676 | 1,305 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $445,500 | 1,305 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $490,679 | 1,382 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $484,335 | 1,382 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $195,944 | 620 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $166,894 | 607 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $158,531 | 604 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $210,426 | 754 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $188,753 | 725 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $166,757 | 725 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $172,173 | 725 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $45,092 | 200 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $41,552 | 200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $35,530 | 200 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $39,378 | 200 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $53,003 | 239 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $128,292 | 592 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $131,868 | 592 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $118,546 | 507 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $99,089 | 468 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $102,365 | 468 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $93,585 | 468 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $90,403 | 468 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $75,404 | 468 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||