Retirement Planning Co of New England, Inc.

Pension

Position in V — Visa Inc.

CIK 1817693 Warwick, RI

Back to V Full portfolio

Position in V

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

Position Value

$2,834,609

+$275,846 QoQ

Shares Held

8,262

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#2,074

of 4,499 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Dec 31, 2022

CallValue

$41,552

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $4,265,721 across 4 Credit Services names. V ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	8,262	$2,834,609
2	ALLY	Ally Financial Inc.	13,620	$625,839
3	MA	Mastercard Inc	962	$494,083
4	AXP	American Express Co	920	$311,190

All Filings in V

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,834,609	8,262	-2.4%	Shares	Sole	2026-07-30
2026-03-31	$2,558,763	8,466	+0.8%	Shares	Sole	2026-05-08
2025-12-31	$2,945,613	8,399	+0.4%	Shares	Sole	2026-01-28
2025-09-30	$2,855,985	8,366	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$2,972,478	8,372	-2.5%	Shares	Sole	2025-08-12
2025-03-31	$3,009,750	8,588	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$2,733,429	8,649	-6.4%	Shares	Sole	2025-02-10
2024-09-30	$2,539,713	9,237	+7.0%	Shares	Sole	2024-11-12
2024-06-30	$2,265,116	8,630	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$2,387,529	8,555	-23.4%	Shares	Sole	2024-05-06
2023-12-31	$2,908,109	11,170	+9.6%	Shares	Sole	2024-02-12
2023-09-30	$2,344,261	10,192	+17.2%	Shares	Sole	2023-11-13
2023-06-30	$2,064,888	8,695	-4.2%	Shares	Sole	2023-08-11
2023-03-31	$2,045,373	9,072	-4.1%	Shares	Sole	2023-04-21
2022-12-31	$1,964,578	9,456	+1.2%	Shares	Sole	2023-02-03
2022-12-31	$41,552	200	—	Call	Sole	2023-02-03
2022-09-30	$1,660,672	9,348	+0.3%	Shares	Sole	2022-10-19
2022-06-30	$1,835,408	9,322	-2.4%	Shares	Sole	2022-08-12
2022-03-31	$2,118,347	9,552	-2.4%	Shares	Sole	2022-05-06
2021-12-31	$2,119,857	9,782	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.