Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$372,938
+$66,467 QoQ
Shares Held
1,087
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,754
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)
Derivatives in V
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$3,000
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Tortoise Investment Management, LLC holds $848,855 across 2 Credit Services names. V ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
1,407 | $475,917 | |
| 2 | V |
Visa Inc.
This page
|
1,087 | $372,938 |
All Filings in V
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,938 | 1,087 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $306,471 | 1,014 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $333,525 | 951 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $319,531 | 936 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $315,284 | 888 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $270,905 | 773 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $347,327 | 1,099 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $293,096 | 1,066 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $266,407 | 1,015 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $288,847 | 1,035 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $254,101 | 976 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $182,167 | 792 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $185,234 | 780 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $176,535 | 783 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $162,676 | 783 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $139,810 | 787 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $149,242 | 758 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $158,565 | 715 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $414,999 | 1,915 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $3,000 | 1,500 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $549,078 | 2,465 | Shares | Sole | 2021-11-04 | |
| 2021-09-30 | $11,000 | 1,500 | Put | Sole | 2021-11-04 | |
| 2021-06-30 | $430,228 | 1,840 | Shares | Sole | 2021-07-30 | |
| 2021-06-30 | $10,000 | 1,500 | Put | Sole | 2021-07-30 | |
| 2021-03-31 | $389,583 | 1,840 | Shares | Sole | 2021-05-05 | |
| 2021-03-31 | $5,000 | 1,500 | Put | Sole | 2021-05-05 | |
| 2020-12-31 | $12,000 | 1,500 | Put | Sole | 2021-02-05 | |
| 2020-12-31 | $402,463 | 1,840 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $9,000 | 1,500 | Put | Sole | 2020-11-04 | |
| 2020-09-30 | $367,944 | 1,840 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $20,000 | 1,500 | Put | Sole | 2020-08-06 | |
| 2020-06-30 | $355,432 | 1,840 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,000 | 1,500 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $296,460 | 1,840 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||