Position in V
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$575,705
+$28,953 QoQ
Shares Held
1,678
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#3,413
of 4,498 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)
Position in Credit Services
Financial Services · as of Jun 30, 2026Holistic Financial Partners holds $826,855 across 2 Credit Services names. V ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,678 | $575,705 | |
| 2 | MA |
Mastercard Inc
|
489 | $251,150 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,705 | 1,678 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $546,752 | 1,809 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $637,240 | 1,817 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $605,949 | 1,775 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $620,272 | 1,747 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $635,033 | 1,812 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $567,607 | 1,796 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $516,081 | 1,877 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $480,582 | 1,831 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $552,299 | 1,979 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $514,191 | 1,975 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $445,299 | 1,936 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $459,761 | 1,936 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $429,275 | 1,904 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $387,472 | 1,865 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $331,317 | 1,865 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $359,521 | 1,826 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $396,302 | 1,787 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $415,433 | 1,917 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $434,585 | 1,951 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $456,182 | 1,951 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $413,085 | 1,951 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $556,449 | 2,544 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $527,520 | 2,638 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $475,777 | 2,463 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $372,187 | 2,310 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||