Position in V
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$766,806
+$91,300 QoQ
Shares Held
2,235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#3,173
of 4,491 holders
Holding Since
Dec 2020
23 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, 2026ACT WEALTH MANAGEMENT, LLC holds $1,525,392 across 2 Credit Services names. V ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
2,235 | $766,806 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
17,568 | $758,586 |
All Filings in V
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,806 | 2,235 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $675,506 | 2,235 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $801,372 | 2,285 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $802,243 | 2,350 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $973,902 | 2,743 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $823,581 | 2,350 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $750,595 | 2,375 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $653,006 | 2,375 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $625,728 | 2,384 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $722,538 | 2,589 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $674,046 | 2,589 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $595,265 | 2,588 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $614,598 | 2,588 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $589,126 | 2,613 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $542,669 | 2,612 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $464,021 | 2,612 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $514,079 | 2,611 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $579,041 | 2,611 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $565,829 | 2,611 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $581,377 | 2,610 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $610,270 | 2,610 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $552,615 | 2,610 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $570,666 | 2,609 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||