Position in V
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,274,236
+$127,236 QoQ
Shares Held
3,714
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#2,742
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $2,169,908 across 4 Credit Services names. V ranks #1 (58.7% of the industry book) .
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,274,236 | 3,714 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,147,000 | 3,795 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,334,451 | 3,805 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,371,664 | 4,018 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,423,750 | 4,010 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,208,736 | 3,449 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,103,611 | 3,492 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $971,673 | 3,534 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,010,771 | 3,851 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $681,513 | 2,442 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $635,774 | 2,442 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $617,576 | 2,685 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $827,617 | 3,485 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $733,872 | 3,255 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $647,172 | 3,115 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $495,288 | 2,788 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $614,099 | 3,119 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $843,834 | 3,805 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $352,153 | 1,625 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $288,684 | 1,296 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $292,275 | 1,250 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $264,662 | 1,250 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $318,689 | 1,457 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $291,356 | 1,457 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $281,448 | 1,457 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $234,751 | 1,457 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||