Position in V
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$379,457
+$33,393 QoQ
Shares Held
1,106
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,735
of 4,491 holders
Holding Since
Mar 2020
26 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, 2026LifeSteps Financial, Inc. holds $1,352,198 across 10 Credit Services names. V ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,679 | $862,334 | |
| 2 | V |
Visa Inc.
This page
|
1,106 | $379,457 | |
| 3 | AXP |
American Express Co
|
218 | $73,738 | |
| 4 | SYF |
Synchrony Financial
|
140 | $10,647 | |
| 5 | SEZL |
Sezzle Inc.
|
52 | $8,924 | |
| 6 | COF |
Capital One Financial Corp
|
36 | $7,222 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
51 | $4,159 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
186 | $3,334 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,457 | 1,106 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $346,064 | 1,145 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $412,084 | 1,175 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $401,121 | 1,175 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $422,509 | 1,190 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $387,959 | 1,107 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $304,662 | 964 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $265,051 | 964 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $253,021 | 964 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $280,196 | 1,004 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $282,219 | 1,084 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $258,531 | 1,124 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $247,454 | 1,042 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $234,929 | 1,042 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $302,914 | 1,458 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $257,237 | 1,448 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $276,236 | 1,403 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $338,864 | 1,528 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $331,132 | 1,528 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $314,745 | 1,413 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $353,769 | 1,513 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $324,370 | 1,532 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $339,468 | 1,552 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $286,357 | 1,432 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $276,619 | 1,432 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $230,723 | 1,432 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||