Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,112,405
+$266,626 QoQ
Shares Held
6,157
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,319
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, 2026Circle Wealth Management, LLC holds $7,292,936 across 3 Credit Services names. V ranks #2 (29.0% of the industry book) .
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,405 | 6,157 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,845,779 | 6,107 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,752,497 | 4,997 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,651,255 | 4,837 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,788,386 | 5,037 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,664,685 | 4,750 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,867,796 | 5,910 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,624,954 | 5,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,415,238 | 5,392 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,208,080 | 7,912 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,162,987 | 8,308 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,910,693 | 8,307 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,366,222 | 5,753 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,302,031 | 5,775 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,195,243 | 5,753 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $996,261 | 5,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,133,101 | 5,755 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,058,873 | 13,793 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,558,144 | 7,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,483,960 | 6,662 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,943,044 | 8,310 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,745,502 | 8,244 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,900,982 | 8,691 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,226,016 | 6,131 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,188,961 | 6,155 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $976,064 | 6,058 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||