Position in V
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,691,048
+$724,114 QoQ
Shares Held
22,417
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,385
of 4,498 holders
Holding Since
Mar 2020
23 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, 2026Arete Wealth Advisors, LLC holds $8,716,443 across 2 Credit Services names. V ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
22,417 | $7,691,048 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
23,747 | $1,025,395 |
All Filings in V
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,691,048 | 22,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,966,934 | 23,051 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $7,731,051 | 22,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,622,332 | 22,328 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,290,241 | 20,533 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,469,353 | 21,313 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,086,564 | 22,423 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,159,161 | 18,764 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $5,403,303 | 20,754 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,643,474 | 23,764 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,786,430 | 25,665 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $5,045,659 | 24,286 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,174,597 | 23,499 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,976,184 | 10,037 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,272,698 | 10,248 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,646,679 | 12,213 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,741,384 | 12,307 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,152,361 | 13,482 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,970,995 | 14,032 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,063,313 | 14,005 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,014,247 | 25,075 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,673,554 | 24,194 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,706,887 | 23,007 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||