Horizon Wealth Management, LLC

Position in V — Visa Inc.

CIK 1815123 LA GRANGE, IL

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$338,286

+$41,789 QoQ

Shares Held

986

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#3,833

of 4,498 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Horizon Wealth Management, LLC holds $1,258,931 across 3 Credit Services names. V ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	2,144	$725,208
2	V	Visa Inc. This page	986	$338,286
3	SOFI	SoFi Technologies, Inc.	10,900	$195,437

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,286	986	+0.5%	Shares	Sole	2026-08-06
2026-03-31	$296,497	981	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$343,695	980	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$334,211	979	+6.2%	Shares	Sole	2025-11-06
2025-06-30	$327,356	922	-14.2%	Shares	Sole	2025-08-04
2025-03-31	$376,744	1,075	+17.0%	Shares	Sole	2025-04-11
2024-12-31	$290,440	919	+1.5%	Shares	Sole	2025-01-13
2024-09-30	$248,829	905	0.0%	Shares	Sole	2024-10-16
2024-06-30	$237,535	905	-35.5%	Shares	Sole	2024-07-22
2024-03-31	$391,828	1,404	+20.9%	Shares	Sole	2024-04-18
2023-12-31	$302,266	1,161	+6.2%	Shares	Sole	2024-01-22
2023-09-30	$251,400	1,093	0.0%	Shares	Sole	2023-10-25
2023-06-30	$259,565	1,093	+6.9%	Shares	Sole	2023-07-31
2023-03-31	$230,420	1,022	-9.0%	Shares	Sole	2023-05-11
2022-12-31	$233,314	1,123	-12.9%	Shares	Sole	2023-02-09
2022-09-30	$229,168	1,290	-34.2%	Shares	Sole	2022-11-18
2022-06-30	$385,904	1,960	+24.1%	Shares	Sole	2022-08-02
2022-03-31	$350,174	1,579	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$341,968	1,578	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.