Dynasty Wealth Management, LLC

Position in V — Visa Inc.

CIK 1727599 ST. PETERSBURG, FL

Position in V

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

Position Value

$4,431,693

+$555,768 QoQ

Shares Held

12,917

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,757

of 4,501 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $14,972,801 across 5 Credit Services names. V ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	8,698	$4,467,292
2	V	Visa Inc. This page	12,917	$4,431,693
3	AXP	American Express Co	9,814	$3,319,585
4	COF	Capital One Financial Corp	12,674	$2,542,657
5	SOFI	SoFi Technologies, Inc.	11,800	$211,574

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,431,693	12,917	+0.7%	Shares	Sole	2026-08-13
2026-03-31	$3,875,925	12,824	-1.9%	Shares	Sole	2026-05-14
2025-12-31	$4,583,779	13,070	+4.8%	Shares	Sole	2026-02-10
2025-09-30	$4,259,056	12,476	-0.1%	Shares	Sole	2025-10-29
2025-03-31	$4,374,792	12,483	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$3,963,773	12,542	+2.9%	Shares	Sole	2025-02-05
2024-09-30	$3,351,640	12,190	-11.2%	Shares	Sole	2024-11-12
2024-06-30	$3,604,238	13,732	+13.4%	Shares	Sole	2024-08-12
2024-03-31	$3,379,937	12,111	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.