NWAM LLC

Position in V — Visa Inc.

CIK 1655006 MERCER ISLAND, WA

Position in V

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,990,479

+$1,395,447 QoQ

Shares Held

11,631

+35.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,827

of 4,498 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $9,012,796 across 4 Credit Services names. V ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	11,631	$3,990,479
2	MA	Mastercard Inc	5,892	$3,026,131
3	SOFI	SoFi Technologies, Inc.	76,564	$1,372,792
4	AXP	American Express Co	1,843	$623,394

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,990,479	11,631	+35.5%	Shares	Sole	2026-07-23
2026-03-31	$2,595,032	8,586	-5.7%	Shares	Sole	2026-05-04
2025-12-31	$3,193,565	9,106	-7.6%	Shares	Sole	2026-02-04
2025-09-30	$3,362,593	9,850	-4.3%	Shares	Sole	2026-02-04
2025-06-30	$3,654,529	10,293	+9.3%	Shares	Sole	2026-02-04
2025-03-31	$3,301,333	9,420	-15.7%	Shares	Sole	2025-05-05
2024-12-31	$3,532,695	11,178	+3.9%	Shares	Sole	2025-02-05
2024-09-30	$2,959,011	10,762	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$2,839,925	10,820	+6.5%	Shares	Sole	2024-07-24
2024-03-31	$2,835,731	10,161	-6.6%	Shares	Sole	2024-05-09
2023-12-31	$2,833,389	10,883	+2.2%	Shares	Sole	2024-02-14
2023-09-30	$2,449,376	10,649	+8.5%	Shares	Sole	2023-11-01
2023-06-30	$2,330,628	9,814	+21.9%	Shares	Sole	2023-08-10
2023-03-31	$1,814,953	8,050	-14.5%	Shares	Sole	2023-05-12
2022-12-31	$1,956,475	9,417	-2.9%	Shares	Sole	2023-02-08
2022-09-30	$1,723,205	9,700	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$1,849,781	9,395	-1.1%	Shares	Sole	2022-08-10
2022-03-31	$2,105,927	9,496	+2.9%	Shares	Sole	2022-05-12
2021-12-31	$1,999,583	9,227	+40.9%	Shares	Sole	2022-02-10
2021-09-30	$1,458,344	6,547	+4.8%	Shares	Sole	2021-11-03
2021-06-30	$1,460,205	6,245	-3.1%	Shares	Sole	2021-08-04
2021-03-31	$1,365,023	6,447	-15.2%	Shares	Sole	2021-04-23
2020-12-31	$1,663,222	7,604	-4.1%	Shares	Sole	2021-01-22
2020-06-30	$1,531,258	7,927	+0.0%	Shares	Sole	2020-07-21
2020-03-31	$1,277,037	7,926	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.