Position in V
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$252,974
-$31,101 QoQ
Shares Held
837
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Opes Wealth Management LLC holds $529,012 across 2 Credit Services names. V ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
6,103 | $276,038 | |
| 2 | V |
Visa Inc.
This page
|
837 | $252,974 |
All Filings in V
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,974 | 837 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $284,075 | 810 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $286,417 | 839 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $288,655 | 813 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $325,577 | 929 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $271,478 | 859 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $217,485 | 791 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $207,613 | 791 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $218,240 | 782 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $243,427 | 935 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||