Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$942,811
+$107,118 QoQ
Shares Held
2,748
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,003
of 4,501 holders
Holding Since
Dec 2021
19 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, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,734,188 across 6 Credit Services names. V ranks #1 (54.4% of the industry book) .
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,811 | 2,748 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $835,693 | 2,765 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $961,997 | 2,743 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $962,691 | 2,820 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $759,451 | 2,139 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $231,654 | 661 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $180,142 | 570 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $153,972 | 560 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $135,696 | 517 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $141,214 | 506 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $130,435 | 501 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $70,613 | 307 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $78,843 | 332 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $30,662 | 136 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $30,332 | 146 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $25,936 | 146 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $28,745 | 146 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $32,378 | 146 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $31,639 | 146 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||