LAKE STREET PRIVATE WEALTH, LLC

Position in V — Visa Inc.

CIK 1772031 CHICAGO, IL

Position in V

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,238,533

+$494,384 QoQ

Shares Held

12,354

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,789

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $5,513,037 across 4 Credit Services names. V ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	12,354	$4,238,533
2	AXP	American Express Co	1,758	$594,643
3	SYF	Synchrony Financial	4,760	$361,998
4	SOFI	SoFi Technologies, Inc.	17,728	$317,863

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,238,533	12,354	-0.3%	Shares	Sole	2026-08-10
2026-03-31	$3,744,149	12,388	-8.7%	Shares	Sole	2026-04-13
2025-12-31	$4,760,888	13,575	-0.1%	Shares	Sole	2026-01-07
2025-09-30	$4,640,378	13,593	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$4,822,644	13,583	+4.3%	Shares	Sole	2025-08-11
2025-03-31	$4,565,091	13,026	-0.6%	Shares	Sole	2025-04-10
2024-12-31	$4,141,388	13,104	-18.8%	Shares	Sole	2025-01-15
2024-09-30	$4,435,218	16,131	-10.4%	Shares	Sole	2024-10-22
2024-06-30	$4,725,772	18,005	-13.2%	Shares	Sole	2024-07-12
2024-03-31	$5,790,910	20,750	+6.6%	Shares	Sole	2024-04-19
2023-12-31	$5,067,712	19,465	+16.2%	Shares	Sole	2024-01-10
2023-09-30	$3,851,747	16,746	+0.4%	Shares	Sole	2023-10-20
2023-06-30	$3,960,216	16,676	-6.5%	Shares	Sole	2023-07-18
2023-03-31	$4,019,726	17,829	-0.7%	Shares	Sole	2023-04-17
2022-12-31	$3,730,330	17,955	+1.3%	Shares	Sole	2023-01-25
2022-09-30	$3,147,958	17,720	-3.4%	Shares	Sole	2022-10-21
2022-06-30	$3,611,947	18,345	-3.1%	Shares	Sole	2022-07-12
2022-03-31	$4,198,549	18,932	-4.4%	Shares	Sole	2022-05-09
2021-12-31	$4,293,241	19,811	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$4,396,862	19,739	-6.1%	Shares	Sole	2021-10-07
2021-06-30	$4,915,597	21,023	-0.4%	Shares	Sole	2021-07-14
2021-03-31	$4,469,408	21,109	-3.0%	Shares	Sole	2021-04-16
2020-12-31	$4,759,346	21,759	+1.3%	Shares	Sole	2021-01-19
2020-09-30	$4,294,955	21,478	+1.9%	Shares	Sole	2020-10-09
2020-06-30	$4,070,478	21,072	+2.6%	Shares	Sole	2020-07-14
2020-03-31	$3,310,693	20,548	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.