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FORTEM FINANCIAL GROUP, LLC

Position in V — Visa Inc.

CIK 1766509 PALM DESERT, CA

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$376,712
+$2,842 QoQ
Shares Held
1,098
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,747
of 4,498 holders
Holding Since
Dec 2020
15 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, 2026

FORTEM FINANCIAL GROUP, LLC holds $1,206,906 across 3 Credit Services names. V ranks #2 (31.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
1,098 $376,712

All Filings in V

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $376,712 1,098
2026-03-31 $373,870 1,237
2025-12-31 $433,477 1,236
2025-09-30 $426,725 1,250
2025-06-30 $537,900 1,515
2025-03-31 $520,433 1,485
2024-12-31 $463,946 1,468
2024-09-30 $403,626 1,468
2024-06-30 $380,319 1,449
2024-03-31 $465,784 1,669
2023-12-31 $382,454 1,469
2023-09-30 $285,902 1,243
2023-06-30 $234,155 986
2022-03-31 $222,657 1,004
2020-12-31 $139,549 638