BSW Wealth Partners

Position in V — Visa Inc.

CIK 1512601 BOULDER, CO

Position in V

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,363,547

+$297,435 QoQ

Shares Held

6,889

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#2,231

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $5,567,621 across 4 Credit Services names. V ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	6,889	$2,363,547
2	AXP	American Express Co	4,122	$1,394,266
3	MA	Mastercard Inc	2,507	$1,287,595
4	COF	Capital One Financial Corp	2,603	$522,213

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,363,547	6,889	+0.8%	Shares	Sole	2026-07-15
2026-03-31	$2,066,112	6,836	+0.6%	Shares	Sole	2026-04-14
2025-12-31	$2,383,775	6,797	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$2,317,970	6,790	+1.8%	Shares	Sole	2025-10-15
2025-06-30	$2,368,538	6,671	+4.5%	Shares	Sole	2025-07-18
2025-03-31	$2,237,336	6,384	+0.9%	Shares	Sole	2025-04-24
2024-12-31	$1,998,953	6,325	+7.5%	Shares	Sole	2025-01-22
2024-09-30	$1,617,530	5,883	+8.6%	Shares	Sole	2024-10-29
2024-06-30	$1,421,275	5,415	+1.2%	Shares	Sole	2024-07-16
2024-03-31	$1,493,078	5,350	+8.7%	Shares	Sole	2024-04-23
2023-12-31	$1,281,182	4,921	+1.2%	Shares	Sole	2024-01-25
2023-09-30	$1,118,078	4,861	-2.4%	Shares	Sole	2023-10-27
2023-06-30	$1,182,887	4,981	-0.9%	Shares	Sole	2023-08-11
2023-03-31	$1,133,161	5,026	+2.0%	Shares	Sole	2023-05-15
2022-12-31	$1,024,049	4,929	+7.9%	Shares	Sole	2023-02-14
2022-09-30	$811,860	4,570	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$872,616	4,432	+11.8%	Shares	Sole	2022-08-15
2022-03-31	$878,874	3,963	+20.4%	Shares	Sole	2022-05-16
2021-12-31	$713,409	3,292	-9.0%	Shares	Sole	2022-02-14
2021-09-30	$805,686	3,617	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$842,453	3,603	+7.6%	Shares	Sole	2021-08-16
2021-03-31	$708,872	3,348	+7.1%	Shares	Sole	2021-05-17
2020-12-31	$683,749	3,126	+1.9%	Shares	Sole	2021-02-16
2020-09-30	$613,507	3,068	-5.7%	Shares	Sole	2020-11-13
2020-06-30	$628,768	3,255	+18.1%	Shares	Sole	2020-08-13
2020-03-31	$444,046	2,756	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.