Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,142,704
+$229,715 QoQ
Shares Held
9,160
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,997
of 4,501 holders
Holding Since
Jun 2022
17 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, 2026CM WEALTH ADVISORS LLC holds $4,656,907 across 4 Credit Services names. V ranks #1 (67.5% of the industry book) .
All Filings in V
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,704 | 9,160 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,912,989 | 9,638 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,911,018 | 5,449 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $540,745 | 1,584 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $593,288 | 1,671 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $605,244 | 1,727 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $545,801 | 1,727 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $474,838 | 1,727 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $453,285 | 1,727 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,511,497 | 5,416 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $509,244 | 1,956 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $449,899 | 1,956 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,388,783 | 5,848 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,406,530 | 23,980 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $339,064 | 1,632 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $341,620 | 1,923 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $321,324 | 1,632 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||