Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,351,989
+$1,227,242 QoQ
Shares Held
9,770
+39.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,952
of 4,501 holders
Holding Since
Jun 2020
25 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, 2026OKABENA INVESTMENT SERVICES INC holds $5,718,504 across 3 Credit Services names. V ranks #1 (58.6% of the industry book) .
All Filings in V
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,351,989 | 9,770 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,124,747 | 7,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,046,968 | 8,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,642,379 | 4,811 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,548,548 | 7,178 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,695,738 | 7,692 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,684,493 | 5,330 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,397,020 | 5,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,383,741 | 5,272 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,815,415 | 6,505 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,953,926 | 7,505 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,490,464 | 6,480 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $2,097,423 | 8,832 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,133,527 | 9,463 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,103,985 | 10,127 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,578,589 | 14,515 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,223,679 | 16,373 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,811,521 | 21,696 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,154,530 | 9,942 | Shares | Sole | 2022-03-25 | |
| 2021-09-30 | $1,698,468 | 7,625 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,148,338 | 9,188 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,771,756 | 8,368 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,621,664 | 7,414 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,256,211 | 6,282 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $838,937 | 4,343 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||