Keebeck Wealth Management

Position in V — Visa Inc.

CIK 1803675 Chicago, IL

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,011,172

+$782,533 QoQ

Shares Held

14,606

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,678

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keebeck Wealth Management holds $10,137,972 across 5 Credit Services names. V ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	14,606	$5,011,172
2	MA	Mastercard Inc	7,318	$3,758,524
3	AXP	American Express Co	2,460	$832,095
4	COF	Capital One Financial Corp	1,573	$315,575
5	PYPL	PayPal Holdings, Inc.	5,109	$220,606

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,011,172	14,606	+4.4%	Shares	Other	2026-08-11
2026-03-31	$4,228,639	13,991	+2.6%	Shares	Other	2026-05-14
2025-12-31	$4,784,035	13,641	-25.4%	Shares	Other	2026-02-17
2025-09-30	$6,244,522	18,292	+0.3%	Shares	Other	2025-11-14
2025-06-30	$6,478,242	18,246	+1.9%	Shares	Other	2025-08-14
2025-03-31	$6,274,986	17,905	-0.2%	Shares	Other	2025-05-15
2024-12-31	$5,667,545	17,933	-0.1%	Shares	Other	2025-02-14
2024-09-30	$4,933,702	17,944	-2.5%	Shares	Other	2024-11-14
2024-06-30	$4,831,022	18,406	-3.3%	Shares	Other	2024-08-14
2024-03-31	$5,312,845	19,037	-1.3%	Shares	Other	2024-05-14
2023-12-31	$5,023,973	19,297	-1.0%	Shares	Other	2024-02-14
2023-09-30	$4,483,814	19,494	+2.4%	Shares	Other	2023-11-14
2023-06-30	$4,520,194	19,034	+14.3%	Shares	Other	2023-08-14
2023-03-31	$3,754,134	16,651	+12.9%	Shares	Other	2023-05-15
2022-12-31	$3,064,460	14,750	+5.3%	Shares	Other	2023-02-14
2022-09-30	$2,489,409	14,013	+8.9%	Shares	Other	2022-11-14
2022-06-30	$2,534,368	12,872	+18.7%	Shares	Other	2022-08-15
2022-03-31	$2,405,095	10,845	+12.1%	Shares	Other	2022-05-16
2021-12-31	$2,096,452	9,674	+6.2%	Shares	Other	2022-02-14
2021-09-30	$2,028,138	9,105	-2.7%	Shares	Other	2021-11-16
2021-06-30	$2,187,151	9,354	+24.2%	Shares	Sole	2021-08-16
2021-03-31	$1,594,962	7,533	+6.5%	Shares	Sole	2021-05-13
2020-12-31	$1,546,857	7,072	+3.3%	Shares	Sole	2021-02-16
2020-09-30	$1,369,594	6,849	+10.6%	Shares	Other	2020-11-02
2020-06-30	$1,196,108	6,192	-1.4%	Shares	Sole	2020-08-06
2020-03-31	$1,012,155	6,282	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.