Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$493,706
-$475,879 QoQ
Shares Held
1,439
-55.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,535
of 4,501 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $1,168,819 across 3 Credit Services names. V ranks #1 (42.2% of the industry book) .
All Filings in V
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,706 | 1,439 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $969,585 | 3,208 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,497,180 | 4,269 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,451,889 | 4,253 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,681,871 | 4,737 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,685,712 | 4,810 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,501,506 | 4,751 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||