Aprio Wealth Management, LLC

Position in V — Visa Inc.

CIK 1803519 ATLANTA, GA

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,888,689

+$1,085,301 QoQ

Shares Held

14,249

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,700

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

Aprio Wealth Management, LLC holds $10,167,081 across 5 Credit Services names. V ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	14,249	$4,888,689
2	MA	Mastercard Inc	4,549	$2,336,366
3	AXP	American Express Co	3,799	$1,285,011
4	COF	Capital One Financial Corp	5,029	$1,008,917
5	SYF	Synchrony Financial	8,522	$648,098

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,888,689	14,249	+13.2%	Shares	Sole	2026-07-24
2026-03-31	$3,803,388	12,584	-4.2%	Shares	Sole	2026-05-11
2025-12-31	$4,607,277	13,137	+60.2%	Shares	Sole	2026-01-29
2025-09-30	$2,799,657	8,201	+4.3%	Shares	Sole	2025-11-12
2025-06-30	$2,792,468	7,865	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$2,744,452	7,831	+18.0%	Shares	Sole	2025-05-15
2024-12-31	$2,097,241	6,636	+32.8%	Shares	Sole	2025-01-13
2024-09-30	$1,373,925	4,997	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$1,311,037	4,995	+4.8%	Shares	Sole	2024-07-10
2024-03-31	$1,330,374	4,767	+19.8%	Shares	Sole	2024-04-10
2023-12-31	$1,035,672	3,978	+4.7%	Shares	Sole	2024-01-17
2023-09-30	$873,577	3,798	+58.1%	Shares	Sole	2023-10-10
2023-06-30	$570,664	2,403	+3.2%	Shares	Sole	2023-07-13
2023-03-31	$525,096	2,329	+7.8%	Shares	Sole	2023-04-14
2022-12-31	$448,969	2,161	+16.5%	Shares	Sole	2023-01-11
2022-09-30	$329,540	1,855	+19.1%	Shares	Sole	2022-10-13
2022-06-30	$306,754	1,558	-38.5%	Shares	Sole	2022-07-26
2022-03-31	$561,521	2,532	+71.0%	Shares	Sole	2022-04-19
2021-12-31	$320,947	1,481	-2.9%	Shares	Sole	2022-01-26
2021-09-30	$339,916	1,526	+8.5%	Shares	Sole	2021-10-14
2021-06-30	$328,984	1,407	-38.0%	Shares	Sole	2021-07-23
2020-12-31	$496,298	2,269	+39.9%	Shares	Sole	2021-01-11
2020-09-30	$324,351	1,622	+17.8%	Shares	Sole	2020-10-14
2020-06-30	$265,995	1,377	+0.1%	Shares	Sole	2020-07-20
2020-03-31	$221,540	1,375	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.