SeaCrest Wealth Management, LLC

Position in V — Visa Inc.

CIK 1728121 PURCHASE, NY

Position in V

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$7,140,045

-$533,224 QoQ

Shares Held

20,811

-18.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#1,435

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $8,843,275 across 5 Credit Services names. V ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	20,811	$7,140,045
2	MA	Mastercard Inc	1,401	$719,553
3	AXP	American Express Co	1,382	$467,461
4	AFRM	Affirm Holdings, Inc.	3,560	$290,318
5	COF	Capital One Financial Corp	1,126	$225,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,140,045	20,811	-18.0%	Shares	Sole	2026-07-09
2026-03-31	$7,673,269	25,388	-5.6%	Shares	Sole	2026-04-15
2025-12-31	$9,436,553	26,907	-1.5%	Shares	Sole	2026-01-12
2025-09-30	$9,321,722	27,306	-5.1%	Shares	Sole	2025-11-13
2025-06-30	$10,217,273	28,777	-7.0%	Shares	Sole	2025-07-11
2025-03-31	$10,839,377	30,929	-1.7%	Shares	Sole	2025-04-11
2024-12-31	$9,943,250	31,462	-1.4%	Shares	Sole	2025-01-14
2024-09-30	$8,774,204	31,912	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$8,483,292	32,321	-1.1%	Shares	Sole	2024-07-22
2024-03-31	$9,121,171	32,683	+74.1%	Shares	Sole	2024-04-18
2023-12-31	$4,886,248	18,768	+5.9%	Shares	Sole	2024-01-18
2023-09-30	$4,076,927	17,725	+0.5%	Shares	Sole	2023-10-12
2023-06-30	$4,190,334	17,645	-1.8%	Shares	Sole	2023-07-14
2023-03-31	$4,050,388	17,965	-2.9%	Shares	Sole	2023-05-12
2022-12-31	$3,845,222	18,508	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$3,313,172	18,650	-1.2%	Shares	Sole	2022-11-15
2022-06-30	$3,716,298	18,875	-0.7%	Shares	Sole	2022-08-09
2022-03-31	$4,214,738	19,005	-3.1%	Shares	Sole	2022-05-16
2021-12-31	$4,251,633	19,619	+2.1%	Shares	Sole	2022-02-11
2021-09-30	$4,281,255	19,220	-1.3%	Shares	Sole	2021-11-16
2021-06-30	$4,553,644	19,475	+2.7%	Shares	Sole	2021-08-12
2021-03-31	$4,013,765	18,957	+2.1%	Shares	Sole	2021-05-17
2020-12-31	$4,061,816	18,570	+6.6%	Shares	Sole	2021-02-09
2020-09-30	$3,484,677	17,426	-4.8%	Shares	Sole	2020-11-12
2020-06-30	$3,534,431	18,297	+2.5%	Shares	Sole	2020-07-27
2020-03-31	$2,875,025	17,844	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.