IPG Investment Advisors LLC

Position in V — Visa Inc.

CIK 1602237 SAN DIEGO, CA

Position in V

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$221,979

-$1,437,169 QoQ

Shares Held

647

-86.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#4,167

of 4,491 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

IPG Investment Advisors LLC holds $5,153,768 across 4 Credit Services names. V ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	6,925	$3,556,680
2	PYPL	PayPal Holdings, Inc.	23,989	$1,035,845
3	AXP	American Express Co	1,003	$339,264
4	V	Visa Inc. This page	647	$221,979

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,979	647	-86.2%	Shares	Sole	2026-08-12
2025-06-30	$1,659,148	4,673	-16.6%	Shares	Sole	2025-08-14
2024-03-31	$1,563,406	5,602	-40.6%	Shares	Sole	2024-05-15
2023-12-31	$2,455,881	9,433	+96.9%	Shares	Sole	2024-02-12
2023-09-30	$1,101,977	4,791	+11.2%	Shares	Sole	2023-11-09
2023-06-30	$1,023,538	4,310	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$956,401	4,242	+209.0%	Shares	Sole	2023-05-12
2022-09-30	$243,913	1,373	-53.4%	Shares	Sole	2022-11-14
2022-06-30	$579,644	2,944	-11.5%	Shares	Sole	2022-08-08
2022-03-31	$738,050	3,328	-73.7%	Shares	Sole	2022-05-13
2021-12-31	$2,747,232	12,677	+88.7%	Shares	Sole	2022-02-14
2021-09-30	$1,496,434	6,718	+71.6%	Shares	Sole	2021-11-08
2021-06-30	$915,639	3,916	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$819,606	3,871	+3.8%	Shares	Sole	2021-05-12
2020-12-31	$816,081	3,731	+18.0%	Shares	Sole	2021-02-08
2020-09-30	$632,105	3,161	+5.9%	Shares	Sole	2020-11-05
2020-06-30	$576,612	2,985	-3.3%	Shares	Sole	2020-08-13
2020-03-31	$497,216	3,086	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.