Position in V
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,596,505
+$637,688 QoQ
Shares Held
7,568
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,140
of 4,501 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Rothschild Wealth LLC holds $11,914,464 across 6 Credit Services names. V ranks #2 (21.8% of the industry book) .
All Filings in V
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,596,505 | 7,568 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,958,817 | 6,481 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,507,000 | 4,297 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,161,033 | 3,401 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,190,837 | 3,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,143,550 | 3,263 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $946,855 | 2,996 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $781,132 | 2,841 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $713,393 | 2,718 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $731,468 | 2,621 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $648,320 | 2,730 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $639,630 | 2,837 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||