Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,946,029
+$1,779,548 QoQ
Shares Held
43,563
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,034
of 4,491 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Morningstar Investment Management LLC holds $35,364,603 across 5 Credit Services names. V ranks #1 (42.3% of the industry book) .
All Filings in V
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,946,029 | 43,563 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,166,481 | 43,563 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,640,587 | 53,151 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,055,386 | 99,758 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $1,796,371 | 5,684 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,562,815 | 5,684 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $717,401 | 3,119 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $740,700 | 3,119 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||