Independent Solutions Wealth Management, LLC

Position in V — Visa Inc.

CIK 1818391 Williamsville, NY

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,341,911

+$601,277 QoQ

Shares Held

15,570

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#1,634

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $7,741,483 across 4 Credit Services names. V ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	15,570	$5,341,911
2	MA	Mastercard Inc	3,027	$1,554,667
3	COF	Capital One Financial Corp	2,399	$481,287
4	AXP	American Express Co	1,075	$363,618

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,341,911	15,570	-0.7%	Shares	Sole	2026-07-29
2026-03-31	$4,740,634	15,685	+6.2%	Shares	Sole	2026-04-27
2025-12-31	$5,181,389	14,774	-1.2%	Shares	Sole	2026-02-05
2025-09-30	$5,104,996	14,954	+4.3%	Shares	Sole	2025-10-23
2025-06-30	$5,092,837	14,344	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$5,018,937	14,321	-3.0%	Shares	Sole	2025-04-23
2024-12-31	$4,664,750	14,760	+0.1%	Shares	Sole	2025-02-11
2024-09-30	$4,055,237	14,749	-1.2%	Shares	Sole	2024-12-19
2024-06-30	$3,917,102	14,924	-1.3%	Shares	Sole	2024-12-19
2024-03-31	$4,218,294	15,115	-2.8%	Shares	Sole	2024-12-19
2023-12-31	$4,048,702	15,551	+5.1%	Shares	Sole	2024-12-19
2023-09-30	$3,404,148	14,800	-9.6%	Shares	Sole	2024-12-19
2023-06-30	$3,887,785	16,371	+15.7%	Shares	Sole	2024-12-19
2023-03-31	$3,191,160	14,154	+0.1%	Shares	Sole	2024-12-19
2022-12-31	$2,938,557	14,144	-0.7%	Shares	Sole	2024-12-19
2022-09-30	$2,531,334	14,249	-1.4%	Shares	Sole	2024-12-19
2022-06-30	$2,845,848	14,454	-15.0%	Shares	Sole	2024-12-19
2022-03-31	$3,770,977	17,004	-3.3%	Shares	Sole	2024-12-19
2021-12-31	$3,811,712	17,589	-5.2%	Shares	Sole	2024-12-19
2021-09-30	$4,132,458	18,552	-0.0%	Shares	Sole	2024-12-19
2021-06-30	$4,338,062	18,553	+19.6%	Shares	Sole	2024-12-19
2021-03-31	$3,283,297	15,507	+18.1%	Shares	Sole	2024-12-19
2020-12-31	$2,871,049	13,126	+12.7%	Shares	Sole	2024-12-19
2020-09-30	$2,330,050	11,652	+29.4%	Shares	Sole	2024-12-19
2020-06-30	$1,739,495	9,005	+42.2%	Shares	Sole	2024-12-19
2020-03-31	$1,020,050	6,331	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.