Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,353,361
+$580,612 QoQ
Shares Held
9,774
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,951
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 Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$846
PutShares
4
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, 2026Kovack Advisors, Inc. holds $11,442,446 across 7 Credit Services names. V ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
9,774 | $3,353,361 | |
| 2 | MA |
Mastercard Inc
|
5,655 | $2,904,408 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
88,436 | $1,585,657 | |
| 4 | AXP |
American Express Co
|
4,395 | $1,486,608 | |
| 5 | COF |
Capital One Financial Corp
|
5,641 | $1,131,697 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
10,809 | $659,024 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
7,450 | $321,691 |
All Filings in V
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,353,361 | 9,774 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,772,749 | 9,174 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,521,829 | 10,042 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,421,164 | 4,163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,667,314 | 4,696 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,816,083 | 5,182 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,736,955 | 5,496 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,319,210 | 4,798 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,335,709 | 5,089 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,376,143 | 4,931 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,438,433 | 5,525 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,213,532 | 5,276 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,280,729 | 5,393 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,371,022 | 6,081 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,390,122 | 6,691 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,889,130 | 10,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,636,750 | 13,392 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,132,944 | 14,127 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,734,563 | 17,233 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,736,854 | 16,776 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,942,205 | 16,860 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,337,076 | 15,761 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $846 | 4 | Put | Sole | 2021-05-04 | |
| 2020-12-31 | $3,050,846 | 13,948 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,789,981 | 13,952 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,005,338 | 15,558 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,980,236 | 18,497 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||