TRUE Private Wealth Advisors

Position in V — Visa Inc.

CIK 1667074 Salem, OR

Position in V

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

Position Value

$1,444,065

+$170,728 QoQ

Shares Held

4,209

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,634

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $2,465,814 across 4 Credit Services names. V ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,209	$1,444,065
2	MA	Mastercard Inc	836	$429,369
3	PYPL	PayPal Holdings, Inc.	7,023	$303,253
4	WU	Western Union CO	37,549	$289,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,444,065	4,209	-0.1%	Shares	Sole	2026-07-23
2026-03-31	$1,273,337	4,213	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$1,497,882	4,271	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$1,448,133	4,242	+2.3%	Shares	Sole	2025-11-14
2025-06-30	$1,472,747	4,148	+3.4%	Shares	Sole	2025-08-11
2025-03-31	$1,405,344	4,010	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,267,636	4,011	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$1,119,596	4,072	-17.4%	Shares	Sole	2024-11-14
2024-06-30	$1,293,189	4,927	+0.6%	Shares	Sole	2024-07-16
2024-03-31	$1,366,654	4,897	-23.0%	Shares	Sole	2024-04-25
2023-12-31	$1,656,086	6,361	-2.7%	Shares	Sole	2024-01-30
2023-09-30	$1,504,265	6,540	+6.1%	Shares	Sole	2023-11-13
2023-06-30	$1,464,301	6,166	-0.3%	Shares	Sole	2023-08-11
2023-03-31	$1,394,470	6,185	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$1,282,086	6,171	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$1,088,816	6,129	-2.5%	Shares	Sole	2022-11-04
2022-06-30	$1,238,241	6,289	-0.6%	Shares	Sole	2022-07-28
2022-03-31	$1,403,360	6,328	+6.0%	Shares	Sole	2022-05-09
2021-12-31	$1,293,325	5,968	-20.7%	Shares	Sole	2022-02-11
2021-09-30	$1,675,971	7,524	-5.1%	Shares	Sole	2021-11-05
2021-06-30	$1,853,023	7,925	-0.8%	Shares	Sole	2021-08-10
2021-03-31	$1,690,664	7,985	+13.2%	Shares	Sole	2021-05-12
2020-12-31	$1,542,921	7,054	+13.7%	Shares	Sole	2021-01-11
2020-09-30	$1,240,613	6,204	+6.0%	Shares	Sole	2020-10-09
2020-06-30	$1,131,010	5,855	+11.9%	Shares	Sole	2020-07-07
2020-03-31	$843,140	5,233	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.