Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$332,797
+$39,625 QoQ
Shares Held
970
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,845
of 4,498 holders
Holding Since
Dec 2023
11 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, 2026Bell & Brown Wealth Advisors, LLC holds $12,251,338 across 4 Credit Services names. V ranks #4 (2.7% of the industry book) .
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,797 | 970 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $293,172 | 970 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $339,837 | 969 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $323,969 | 949 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $336,942 | 949 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $317,867 | 907 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $269,898 | 854 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $251,304 | 914 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $279,268 | 1,064 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $227,171 | 814 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $211,924 | 814 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||