RMR Wealth Builders

Position in V — Visa Inc.

CIK 1803848 Montclair, NJ

Position in V

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

Position Value

$4,751,796

-$1,060,883 QoQ

Shares Held

13,850

-28.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,718

of 4,498 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $13,194,238 across 5 Credit Services names. V ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	14,721	$4,979,378
2	V	Visa Inc. This page	13,850	$4,751,796
3	MA	Mastercard Inc	4,420	$2,270,112
4	COF	Capital One Financial Corp	4,865	$976,016
5	PYPL	PayPal Holdings, Inc.	5,024	$216,936

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,751,796	13,850	-28.0%	Shares	Sole	2026-07-24
2026-03-31	$5,812,679	19,232	+10.5%	Shares	Sole	2026-04-22
2025-12-31	$6,103,406	17,403	+0.0%	Shares	Sole	2026-01-29
2025-09-30	$5,938,646	17,396	-0.7%	Shares	Sole	2025-11-05
2025-06-30	$6,221,896	17,524	+1.7%	Shares	Sole	2025-07-08
2025-03-31	$6,039,827	17,234	+8.5%	Shares	Sole	2025-04-16
2024-12-31	$5,020,295	15,885	+4.5%	Shares	Sole	2025-01-14
2024-09-30	$4,181,439	15,208	+4.2%	Shares	Sole	2024-10-21
2024-06-30	$3,831,537	14,598	+4.2%	Shares	Sole	2024-07-23
2024-03-31	$3,907,957	14,003	+5.3%	Shares	Sole	2024-04-15
2023-12-31	$3,461,353	13,295	+4.5%	Shares	Sole	2024-02-06
2023-09-30	$2,926,877	12,725	+19.6%	Shares	Sole	2023-10-23
2023-06-30	$2,526,787	10,640	+5.4%	Shares	Sole	2023-07-21
2023-03-31	$2,276,695	10,098	+63.9%	Shares	Sole	2023-04-11
2022-12-31	$1,280,009	6,161	-2.8%	Shares	Sole	2023-02-15
2022-09-30	$1,125,768	6,337	+3.5%	Shares	Sole	2022-11-08
2022-06-30	$1,205,557	6,123	-11.1%	Shares	Sole	2022-08-02
2022-03-31	$1,527,108	6,886	+341.7%	Shares	Sole	2022-05-13
2021-12-31	$337,850	1,559	-76.8%	Shares	Sole	2022-02-02
2021-09-30	$1,497,102	6,721	-1.4%	Shares	Sole	2021-10-18
2021-06-30	$1,594,418	6,819	-29.2%	Shares	Sole	2021-08-16
2021-03-31	$2,040,442	9,637	+48.2%	Shares	Sole	2021-05-13
2020-12-31	$1,421,963	6,501	-50.8%	Shares	Sole	2021-02-26
2020-09-30	$2,640,203	13,203	+126.0%	Shares	Sole	2020-11-13
2020-06-30	$1,128,692	5,843	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.