Realta Investment Advisors

Position in V — Visa Inc.

CIK 1776792 WILMINGTON, DE

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$777,098

+$80,738 QoQ

Shares Held

2,265

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,168

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

Realta Investment Advisors holds $2,957,050 across 4 Credit Services names. V ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	4,594	$1,553,920
2	V	Visa Inc. This page	2,265	$777,098
3	MA	Mastercard Inc	799	$410,366
4	COF	Capital One Financial Corp	1,075	$215,666

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$777,098	2,265	-1.7%	Shares	Sole	2026-07-20
2026-03-31	$696,360	2,304	-15.5%	Shares	Sole	2026-04-22
2025-12-31	$956,035	2,726	-0.5%	Shares	Sole	2026-01-20
2025-09-30	$935,039	2,739	-5.0%	Shares	Sole	2025-10-23
2025-06-30	$1,023,254	2,882	-1.6%	Shares	Sole	2025-07-22
2025-03-31	$1,026,497	2,929	+9.5%	Shares	Sole	2025-05-01
2024-12-31	$845,407	2,675	+49.4%	Shares	Sole	2025-01-28
2024-09-30	$492,435	1,791	-77.1%	Shares	Sole	2024-10-29
2024-06-30	$2,048,578	7,805	-14.3%	Shares	Sole	2024-07-15
2024-03-31	$2,541,023	9,105	-2.2%	Shares	Sole	2024-04-19
2023-12-31	$2,424,118	9,311	+6.6%	Shares	Sole	2024-01-19
2023-09-30	$2,008,217	8,731	-2.0%	Shares	Sole	2023-10-20
2023-06-30	$2,114,759	8,905	-1.2%	Shares	Sole	2023-08-09
2023-03-31	$2,031,845	9,012	-2.9%	Shares	Sole	2023-05-05
2022-12-31	$1,927,389	9,277	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,647,526	9,274	-3.9%	Shares	Sole	2022-10-27
2022-06-30	$1,900,776	9,654	-5.9%	Shares	Sole	2022-08-09
2022-03-31	$2,274,916	10,258	-8.5%	Shares	Sole	2022-04-13
2021-12-31	$2,428,235	11,205	-4.8%	Shares	Sole	2022-01-18
2021-09-30	$2,622,435	11,773	+1.5%	Shares	Sole	2021-10-18
2021-06-30	$2,710,909	11,594	+0.0%	Shares	Sole	2021-07-15
2021-03-31	$2,453,738	11,589	+14.5%	Shares	Sole	2021-04-12
2020-12-31	$2,214,203	10,123	-3.5%	Shares	Sole	2021-01-13
2020-09-30	$2,097,685	10,490	+5.0%	Shares	Sole	2020-10-23
2020-06-30	$1,930,540	9,994	-10.8%	Shares	Sole	2020-07-16
2020-03-31	$1,805,671	11,207	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.