Position in V
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,339,810
+$2,956,580 QoQ
Shares Held
33,052
+19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,175
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $23,042,466 across 9 Credit Services names. V ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
33,052 | $11,339,810 | |
| 2 | MA |
Mastercard Inc
|
6,759 | $3,471,422 | |
| 3 | AXP |
American Express Co
|
7,670 | $2,594,377 | |
| 4 | SEZL |
Sezzle Inc.
|
9,092 | $1,560,459 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
72,255 | $1,295,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
28,052 | $1,211,285 | |
| 7 | COF |
Capital One Financial Corp
|
4,245 | $851,631 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,339,810 | 33,052 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $8,383,230 | 27,737 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $7,607,250 | 21,691 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $7,459,835 | 21,852 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $7,176,270 | 20,212 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $6,847,988 | 19,540 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $4,676,127 | 14,796 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,631,807 | 16,846 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,402,661 | 12,964 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $3,688,321 | 13,216 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $2,935,706 | 11,276 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,706,757 | 11,768 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,016,680 | 8,492 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,011,299 | 22,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,951,802 | 19,021 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,259,877 | 18,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,489,875 | 17,725 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,683,599 | 16,610 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,565,746 | 16,454 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,606,322 | 16,190 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,391,325 | 14,504 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,932,037 | 13,848 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,967,728 | 13,568 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,653,801 | 13,271 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,437,805 | 12,620 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,760,236 | 10,925 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||