Heritage Wealth Advisors

Position in V — Visa Inc.

CIK 1591122 RICHMOND, VA

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,192,902

-$335,257 QoQ

Shares Held

12,221

-18.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,795

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $50,794,035 across 8 Credit Services names. V ranks #2 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	88,915	$45,666,744
2	V	Visa Inc. This page	12,221	$4,192,902
3	AXP	American Express Co	1,392	$470,844
4	COF	Capital One Financial Corp	2,220	$445,376
5	SOFI	SoFi Technologies, Inc.	525	$9,413
6	UPST	Upstart Holdings, Inc.	100	$3,543
7	PYPL	PayPal Holdings, Inc.	65	$2,806
8	ENVA	Enova International, Inc.	10	$2,407

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,192,902	12,221	-18.4%	Shares	Sole	2026-08-14
2026-03-31	$4,528,159	14,982	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$5,304,138	15,124	-25.0%	Shares	Sole	2026-02-13
2025-09-30	$6,882,220	20,160	0.0%	Shares	Sole	2025-11-13
2025-06-30	$7,157,808	20,160	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$7,074,385	20,186	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$6,388,116	20,213	+0.5%	Shares	Sole	2025-02-12
2024-09-30	$5,531,444	20,118	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$5,182,470	19,745	-1.3%	Shares	Sole	2024-12-12
2024-03-31	$5,581,600	20,000	-0.3%	Shares	Sole	2024-12-12
2023-12-31	$5,225,224	20,070	-8.1%	Shares	Sole	2024-12-12
2023-09-30	$5,024,338	21,844	+0.7%	Shares	Sole	2024-12-12
2023-06-30	$5,153,790	21,702	-0.2%	Shares	Sole	2024-12-12
2023-03-31	$4,904,882	21,755	+1.8%	Shares	Sole	2023-05-04
2022-12-31	$4,441,701	21,379	+1.2%	Shares	Sole	2024-12-12
2022-09-30	$3,753,211	21,127	-0.4%	Shares	Sole	2024-12-12
2022-06-30	$4,176,233	21,211	-0.2%	Shares	Sole	2022-08-04
2022-03-31	$4,714,164	21,257	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$4,595,118	21,204	+4.3%	Shares	Sole	2022-03-28
2021-09-30	$4,527,171	20,324	0.0%	Shares	Sole	2021-11-02
2021-06-30	$4,752,157	20,324	-32.5%	Shares	Sole	2021-08-09
2021-03-31	$6,373,073	30,100	-39.8%	Shares	Sole	2021-04-27
2020-12-31	$10,938,687	50,010	+281.1%	Shares	Sole	2021-02-01
2020-09-30	$2,624,006	13,122	0.0%	Shares	Sole	2020-11-03
2020-06-30	$2,534,776	13,122	+7.7%	Shares	Sole	2020-07-17
2020-03-31	$1,963,569	12,187	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.