WEALTH ALLIANCE, LLC

Position in V — Visa Inc.

CIK 1793904 MELLVILLE, NY

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,826,482

+$590,097 QoQ

Shares Held

11,153

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,861

of 4,501 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $8,485,740 across 5 Credit Services names. V ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	11,153	$3,826,482
2	MA	Mastercard Inc	4,244	$2,179,718
3	AXP	American Express Co	4,809	$1,626,644
4	COF	Capital One Financial Corp	3,246	$651,212
5	SYF	Synchrony Financial	2,652	$201,684

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,826,482	11,153	+4.2%	Shares	Defined	2026-08-11
2026-03-31	$3,236,385	10,708	+3.1%	Shares	Defined	2026-05-14
2025-12-31	$3,642,824	10,387	-6.6%	Shares	Defined	2026-02-13
2025-09-30	$3,797,511	11,124	-8.3%	Shares	Defined	2025-11-07
2025-06-30	$4,305,336	12,126	+1.5%	Shares	Defined	2025-08-08
2025-03-31	$4,184,842	11,941	+4.9%	Shares	Defined	2025-05-05
2024-12-31	$3,598,431	11,386	-0.6%	Shares	Defined	2025-02-03
2024-09-30	$3,149,277	11,454	+1.8%	Shares	Defined	2024-11-04
2024-06-30	$2,953,837	11,254	-5.1%	Shares	Defined	2024-08-09
2024-03-31	$3,308,214	11,854	-3.0%	Shares	Defined	2024-05-10
2023-12-31	$3,181,737	12,221	+2.3%	Shares	Defined	2024-01-30
2023-09-30	$2,749,079	11,952	-10.5%	Shares	Defined	2023-11-09
2023-06-30	$3,171,782	13,356	-4.8%	Shares	Defined	2023-08-02
2023-03-31	$3,162,752	14,028	+2.6%	Shares	Defined	2023-05-11
2022-12-31	$2,839,247	13,666	+26.3%	Shares	Defined	2023-02-13
2022-09-30	$1,922,350	10,821	+24.6%	Shares	Defined	2022-11-14
2022-03-31	$1,925,850	8,684	+12.8%	Shares	Defined	2022-05-10
2021-12-31	$1,668,450	7,699	+0.2%	Shares	Defined	2022-02-14
2021-09-30	$1,712,056	7,686	-1.7%	Shares	Defined	2021-11-12
2021-06-30	$1,827,537	7,816	+15.6%	Shares	Defined	2021-08-16
2021-03-31	$1,431,294	6,760	+2.9%	Shares	Defined	2021-05-18
2020-12-31	$1,437,274	6,571	+5.8%	Shares	Defined	2021-02-11
2020-09-30	$1,241,413	6,208	-10.8%	Shares	Defined	2020-12-01
2020-06-30	$1,344,463	6,960	+13.0%	Shares	Defined	2020-08-14
2020-03-31	$992,015	6,157	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.