Strategic Wealth Investment Group, LLC

Position in V — Visa Inc.

CIK 1802365 LOUISVILLE, KY

Position in V

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$12,486,417

+$243,884 QoQ

Shares Held

36,394

-10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#1,103

of 4,500 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Wealth Investment Group, LLC holds $21,211,946 across 3 Credit Services names. V ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	36,394	$12,486,417
2	AXP	American Express Co	24,203	$8,186,664
3	COF	Capital One Financial Corp	2,686	$538,865

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,486,417	36,394	-10.2%	Shares	Sole	2026-08-04
2026-03-31	$12,242,533	40,506	+2.7%	Shares	Sole	2026-05-11
2025-12-31	$13,836,210	39,452	-28.9%	Shares	Sole	2026-02-11
2025-09-30	$18,940,445	55,482	+1397.5%	Shares	Sole	2025-11-14
2025-06-30	$1,315,460	3,705	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$1,282,333	3,659	-93.6%	Shares	Sole	2025-04-14
2024-12-31	$17,963,081	56,838	+1.1%	Shares	Sole	2025-01-23
2024-09-30	$15,465,112	56,247	+3.9%	Shares	Sole	2024-10-24
2024-06-30	$14,215,375	54,160	+20.2%	Shares	Sole	2024-08-13
2023-12-31	$11,727,986	45,047	+15.6%	Shares	Sole	2024-01-16
2023-09-30	$8,960,269	38,956	+13.4%	Shares	Sole	2023-11-03
2023-06-30	$8,160,050	34,361	+34.9%	Shares	Sole	2023-07-17
2022-12-31	$5,292,478	25,474	+14.3%	Shares	Sole	2023-01-27
2022-09-30	$3,958,752	22,284	+3.1%	Shares	Sole	2022-10-21
2022-06-30	$4,257,155	21,622	-2.6%	Shares	Sole	2022-08-08
2022-03-31	$4,920,632	22,188	+20.2%	Shares	Sole	2022-04-26
2021-12-31	$3,998,949	18,453	+19.6%	Shares	Sole	2022-01-21
2021-09-30	$3,435,473	15,423	+27.6%	Shares	Sole	2021-11-15
2021-06-30	$2,825,948	12,086	+40.2%	Shares	Sole	2021-07-16
2021-03-31	$1,825,324	8,621	+44.5%	Shares	Sole	2021-04-22
2020-09-30	$1,193,021	5,966	+16.8%	Shares	Sole	2020-11-03
2020-06-30	$986,905	5,109	+20.6%	Shares	Sole	2020-07-13
2020-03-31	$682,826	4,238	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.