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Covenant Asset Management, LLC

Position in V — Visa Inc.

CIK 1697717 CHESTER, NJ

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$2,305,221
+$274,471 QoQ
Shares Held
6,719
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,249
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Jun 30, 2020
CallValue
$0
CallShares
0
PutValue
$579,510
PutShares
3,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Covenant Asset Management, LLC holds $21,300,436 across 4 Credit Services names. V ranks #4 (10.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 V
Visa Inc.
This page
6,719 $2,305,221

All Filings in V

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28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,305,221 6,719
2026-03-31 $2,030,750 6,719
2025-12-31 $2,356,420 6,719
2025-09-30 $2,293,732 6,719
2025-06-30 $2,385,580 6,719
2025-03-31 $2,354,740 6,719
2024-12-31 $2,123,472 6,719
2024-09-30 $2,012,359 7,319
2024-06-30 $1,921,017 7,319
2024-03-31 $1,875,138 6,719
2023-12-31 $1,725,860 6,629
2023-09-30 $1,524,736 6,629
2023-06-30 $1,574,254 6,629
2023-03-31 $1,505,170 6,676
2022-12-31 $1,380,149 6,643
2022-09-30 $1,180,128 6,643
2022-06-30 $1,313,650 6,672
2022-03-31 $1,479,649 6,672
2021-12-31 $1,445,889 6,672
2021-09-30 $1,486,188 6,672
2021-06-30 $1,560,047 6,672
2021-03-31 $1,412,662 6,672
2020-12-31 $6,167,967 28,199
2020-09-30 $5,564,765 27,828
2020-06-30 $5,389,636 27,901
2020-06-30 $579,510 3,000
2020-03-31 $4,349,273 26,994
2020-03-31 $966,720 6,000