IAG Wealth Partners, LLC

Position in V — Visa Inc.

CIK 1827261 Waukesha, WI

Position in V

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

Position Value

$145,813

+$17,361 QoQ

Shares Held

425

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#4,309

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $254,110 across 6 Credit Services names. V ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	425	$145,813
2	COF	Capital One Financial Corp	216	$43,333
3	NAVI	Navient Corp	3,300	$28,083
4	PYPL	PayPal Holdings, Inc.	479	$20,683
5	SOFI	SoFi Technologies, Inc.	617	$11,062
6	MA	Mastercard Inc	10	$5,136

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,813	425	0.0%	Shares	Sole	2026-08-06
2026-03-31	$128,452	425	0.0%	Shares	Sole	2026-04-29
2025-12-31	$149,051	425	-14.1%	Shares	Sole	2026-02-10
2025-09-30	$168,983	495	+25.0%	Shares	Sole	2025-11-12
2025-06-30	$140,599	396	-9.8%	Shares	Sole	2025-08-13
2025-03-31	$153,851	439	0.0%	Shares	Sole	2025-04-16
2024-12-31	$138,741	439	+25.4%	Shares	Sole	2025-02-10
2024-09-30	$96,232	350	+8.0%	Shares	Sole	2024-10-29
2024-06-30	$85,040	324	-16.5%	Shares	Sole	2024-07-16
2024-03-31	$108,283	388	+6.9%	Shares	Sole	2024-04-24
2023-12-31	$94,507	363	-9.2%	Shares	Sole	2024-02-02
2023-09-30	$92,004	400	+5.3%	Shares	Sole	2023-10-24
2023-06-30	$90,242	380	-11.6%	Shares	Sole	2023-08-10
2023-03-31	$96,947	430	+13.2%	Shares	Sole	2023-04-25
2022-12-31	$78,948	380	0.0%	Shares	Sole	2023-02-08
2022-09-30	$67,507	380	+57.7%	Shares	Sole	2022-10-26
2022-06-30	$47,450	241	-2.0%	Shares	Sole	2022-08-03
2022-03-31	$54,555	246	+28.1%	Shares	Sole	2022-05-04
2021-12-31	$41,608	192	0.0%	Shares	Sole	2022-02-14
2021-09-30	$42,768	192	+3.8%	Shares	Sole	2021-11-04
2021-06-30	$43,256	185	0.0%	Shares	Sole	2021-08-04
2021-03-31	$39,170	185	0.0%	Shares	Sole	2021-04-29
2020-12-31	$40,465	185	-5.1%	Shares	Sole	2021-02-11
2020-09-30	$38,994	195	0.0%	Shares	Sole	2021-02-11
2020-06-30	$37,668	195	0.0%	Shares	Sole	2021-02-11
2020-03-31	$31,418	195	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.