Cypress Wealth Services, LLC

Position in V — Visa Inc.

CIK 1721527 PALM DESERT, CA

Back to V Full portfolio

Position in V

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,727,115

+$177,531 QoQ

Shares Held

5,034

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#2,479

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 Sep 30, 2020

CallValue

CallShares

PutValue

$1,077,438

PutShares

5,388

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

Cypress Wealth Services, LLC holds $5,282,776 across 4 Credit Services names. V ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	6,507	$2,200,992
2	V	Visa Inc. This page	5,034	$1,727,115
3	MA	Mastercard Inc	1,472	$756,019
4	COF	Capital One Financial Corp	2,984	$598,650

All Filings in V

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,727,115	5,034	-1.8%	Shares	Sole	2026-07-13
2026-03-31	$1,549,584	5,127	+7.5%	Shares	Sole	2026-04-15
2025-12-31	$1,672,886	4,770	+35.5%	Shares	Sole	2026-01-14
2025-09-30	$1,201,657	3,520	+3.3%	Shares	Sole	2025-10-15
2025-06-30	$1,210,365	3,409	-0.5%	Shares	Sole	2025-07-28
2025-03-31	$1,200,325	3,425	+3.4%	Shares	Sole	2025-04-10
2024-12-31	$1,046,408	3,311	+0.8%	Shares	Sole	2025-01-15
2024-09-30	$902,935	3,284	-2.1%	Shares	Sole	2024-10-09
2024-06-30	$880,324	3,354	+5.6%	Shares	Sole	2024-07-12
2024-03-31	$886,079	3,175	+34.9%	Shares	Sole	2024-04-16
2023-12-31	$612,863	2,354	+2.5%	Shares	Sole	2024-01-11
2023-09-30	$528,332	2,297	+3.4%	Shares	Sole	2023-10-13
2023-06-30	$527,443	2,221	+52.3%	Shares	Sole	2023-07-21
2023-03-31	$328,720	1,458	+2.7%	Shares	Sole	2023-04-07
2022-12-31	$294,811	1,419	+5.9%	Shares	Sole	2023-01-19
2022-09-30	$238,051	1,340	-42.0%	Shares	Sole	2022-10-14
2022-06-30	$455,012	2,311	-19.7%	Shares	Sole	2022-07-27
2022-03-31	$638,032	2,877	-3.6%	Shares	Sole	2022-04-22
2021-12-31	$646,445	2,983	+3.0%	Shares	Sole	2022-01-19
2021-09-30	$644,861	2,895	-14.1%	Shares	Sole	2021-10-13
2021-06-30	$787,739	3,369	-41.4%	Shares	Sole	2021-07-14
2021-03-31	$1,217,870	5,752	+2.6%	Shares	Sole	2021-04-28
2020-12-31	$1,225,762	5,604	+4.2%	Shares	Sole	2021-01-22
2020-09-30	$1,077,438	5,388	—	Put	Sole	2020-10-23
2020-06-30	$1,038,868	5,378	+3.3%	Shares	Sole	2020-07-15
2020-03-31	$838,790	5,206	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.