Position in V
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,969,079
+$237,400 QoQ
Shares Held
17,398
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,549
of 4,491 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 4%
Shared 2%
None 95%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $14,463,330 across 6 Credit Services names. V ranks #2 (41.3% of the industry book) .
All Filings in V
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,969,079 | 17,398 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $5,731,679 | 18,964 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,263,680 | 17,860 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $6,321,674 | 18,518 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,378,652 | 15,149 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,738,569 | 13,521 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,470,336 | 17,309 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,296,918 | 15,628 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,615,545 | 21,395 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,895,620 | 17,542 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,443,124 | 9,384 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $172,967 | 752 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $155,073 | 653 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $28,858 | 128 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $26,177 | 126 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $52,051 | 293 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $52,766 | 268 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $25,725 | 116 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $24,921 | 115 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $23,834 | 107 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $77,160 | 330 | Shares | Other | 2021-08-17 | |
| 2020-12-31 | $538,731 | 2,463 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||