Position in V
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,564
+$3,758 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4,428
of 4,500 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $68,667 across 4 Credit Services names. V ranks #1 (46.0% of the industry book) .
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,564 | 92 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,806 | 92 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $124,151 | 354 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $137,234 | 402 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $134,919 | 380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $99,180 | 283 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $34,448 | 109 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,495 | 100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,247 | 100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,908 | 100 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $24,651 | 153 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||