Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,638,901
+$3,107,134 QoQ
Shares Held
68,900
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#825
of 4,501 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $26,228,860 across 4 Credit Services names. V ranks #1 (90.1% 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 | $23,638,901 | 68,900 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,531,767 | 67,932 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,188,945 | 66,120 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $21,491,919 | 62,956 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $22,419,632 | 63,145 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,075,124 | 62,989 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,559,399 | 61,889 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,983,386 | 61,769 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,067,363 | 61,216 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,119,046 | 61,341 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $15,774,346 | 60,589 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,881,563 | 60,352 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,179,455 | 59,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,329,195 | 59,120 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,948,485 | 57,511 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,781,594 | 49,432 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,468,440 | 48,090 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $10,607,480 | 47,831 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,409,831 | 20,349 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||