Position in V
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$353,016
-$39,077 QoQ
Shares Held
1,168
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026ALTERNA WEALTH MANAGEMENT, INC holds $385,716 across 2 Credit Services names. V ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,168 | $353,016 | |
| 2 | LX |
LexinFintech Holdings Ltd.
|
15,000 | $32,700 |
All Filings in V
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,016 | 1,168 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $392,093 | 1,118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $724,408 | 2,122 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $951,534 | 2,680 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,377,307 | 3,930 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,196,843 | 3,787 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,057,732 | 3,847 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,096,337 | 4,177 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,165,717 | 4,177 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,087,481 | 4,177 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $799,744 | 3,477 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $837,354 | 3,526 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $801,059 | 3,553 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $1,026,334 | 4,940 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $877,591 | 4,940 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,001,776 | 5,088 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,086,229 | 4,898 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $983,429 | 4,538 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $765,992 | 3,502 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $715,292 | 3,577 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $690,969 | 3,577 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $510,267 | 3,167 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||