Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,873,700
+$912,733 QoQ
Shares Held
17,120
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,560
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$222,750
PutShares
1,000
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, 2026Avestar Capital, LLC holds $17,230,579 across 6 Credit Services names. V ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
12,439 | $6,388,670 | |
| 2 | V |
Visa Inc.
This page
|
17,120 | $5,873,700 | |
| 3 | AXP |
American Express Co
|
6,845 | $2,315,321 | |
| 4 | COF |
Capital One Financial Corp
|
9,455 | $1,896,862 | |
| 5 | SYF |
Synchrony Financial
|
6,234 | $474,095 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
15,724 | $281,931 |
All Filings in V
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,873,700 | 17,120 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,960,967 | 16,414 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,713,641 | 19,143 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,096,266 | 20,787 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,275,329 | 20,491 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,265,173 | 17,877 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,814,553 | 15,234 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,247,427 | 15,448 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,998,467 | 15,234 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,563,293 | 12,768 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,781,058 | 10,682 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,149,213 | 9,344 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,053,964 | 8,649 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,844,939 | 8,183 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,612,009 | 7,759 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,275,704 | 7,181 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,775,357 | 9,017 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,879,722 | 8,476 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,635,293 | 7,546 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $222,750 | 1,000 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $1,786,677 | 8,021 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $233,820 | 1,000 | Put | Sole | 2021-08-03 | |
| 2021-06-30 | $1,981,624 | 8,475 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,746,772 | 8,250 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,575,074 | 7,201 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,275,008 | 6,376 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,160,951 | 6,010 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $756,458 | 4,695 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||