Financial Gravity Asset Management, Inc.

Position in V — Visa Inc.

CIK 1741736 Lakeway, TX

Position in V

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$129,660

-$12,728 QoQ

Shares Held

429

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $452,464 across 3 Credit Services names. V ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	634	$316,784
2	V	Visa Inc. This page	429	$129,660
3	COF	Capital One Financial Corp	33	$6,020

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$129,660	429	+5.7%	Shares	Sole	2026-05-08
2025-12-31	$142,388	406	-16.3%	Shares	Sole	2026-02-13
2025-09-30	$165,569	485	+3.9%	Shares	Sole	2025-11-14
2025-03-31	$163,664	467	+3.3%	Shares	Sole	2025-04-30
2024-06-30	$118,636	452	+606.2%	Shares	Sole	2024-08-06
2024-03-31	$17,861	64	+1.6%	Shares	Sole	2024-06-26
2023-12-31	$16,402	63	-99.3%	Shares	Sole	2024-06-26
2023-09-30	$1,102,313	8,599	+1148.0%	Shares	Sole	2023-11-16
2023-06-30	$115,874	689	+1.8%	Shares	Sole	2023-08-09
2023-03-31	$102,136	677	+225.5%	Shares	Sole	2023-05-12
2022-12-31	$6,649	208	-87.0%	Shares	Sole	2023-02-15
2022-09-30	$135,484	1,602	-9.6%	Shares	Sole	2022-11-03
2022-06-30	$165,148	1,773	-11.6%	Shares	Sole	2022-08-05
2022-03-31	$211,480	2,005	-23.6%	Shares	Sole	2022-05-13
2021-12-31	$433,351	2,623	+12390.5%	Shares	Sole	2022-02-11
2021-09-30	$4,677	21	-68.7%	Shares	Sole	2021-11-12
2021-06-30	$15,665	67	-1.5%	Shares	Sole	2021-08-11
2021-03-31	$14,397	68	-15.0%	Shares	Sole	2021-05-17
2020-12-31	$17,494	80	-83.2%	Shares	Sole	2021-02-16
2020-03-31	$76,525	475	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.