Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,392,581
+$409,965 QoQ
Shares Held
12,803
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,762
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,707,464 across 13 Credit Services names. V ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
9,434 | $4,845,302 | |
| 2 | V |
Visa Inc.
This page
|
12,803 | $4,392,581 | |
| 3 | AXP |
American Express Co
|
9,425 | $3,188,006 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,890 | $1,420,190 | |
| 5 | COF |
Capital One Financial Corp
|
2,871 | $575,980 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
3,916 | $70,213 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
859 | $70,051 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,233 | $56,656 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,392,581 | 12,803 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,982,616 | 13,177 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,609,381 | 13,143 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,581,319 | 13,420 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,749,503 | 13,377 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,766,956 | 13,602 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,384,738 | 13,874 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,782,762 | 13,758 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,594,264 | 13,694 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,818,930 | 13,684 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,633,444 | 13,956 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,215,309 | 13,979 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,244,926 | 13,664 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,086,321 | 13,689 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,919,235 | 14,051 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,569,884 | 14,466 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,839,350 | 14,421 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,131,835 | 14,122 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,072,297 | 14,177 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,113,599 | 13,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,137,864 | 13,420 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,842,475 | 13,425 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,972,103 | 13,588 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,591,411 | 12,959 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,439,543 | 12,629 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,919,583 | 11,914 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||