Sage Mountain Advisors LLC

Position in V — Visa Inc.

CIK 1832274 ATLANTA, GA

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,528,465

+$564,320 QoQ

Shares Held

4,455

+39.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,575

of 4,491 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sage Mountain Advisors LLC holds $2,731,319 across 4 Credit Services names. V ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,455	$1,528,465
2	AXP	American Express Co	1,925	$651,131
3	MA	Mastercard Inc	641	$329,217
4	PYPL	PayPal Holdings, Inc.	5,153	$222,506

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,528,465	4,455	+39.7%	Shares	Sole	2026-08-05
2026-03-31	$964,145	3,190	-80.7%	Shares	Sole	2026-05-11
2025-12-31	$5,803,899	16,549	-6.0%	Shares	Sole	2026-01-23
2025-09-30	$6,010,336	17,606	+20.2%	Shares	Sole	2025-10-29
2025-06-30	$5,201,127	14,649	+6.8%	Shares	Sole	2025-07-31
2025-03-31	$4,806,909	13,716	+2.5%	Shares	Sole	2025-05-02
2024-12-31	$4,227,983	13,378	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$3,585,073	13,039	+4.3%	Shares	Sole	2024-10-29
2024-06-30	$3,279,825	12,496	+9.2%	Shares	Sole	2024-07-31
2024-03-31	$3,193,791	11,444	+6.7%	Shares	Sole	2024-04-23
2023-12-31	$2,791,472	10,722	+7.9%	Shares	Sole	2024-02-01
2023-09-30	$2,284,919	9,934	+7.1%	Shares	Sole	2023-10-25
2023-06-30	$2,202,389	9,274	+0.1%	Shares	Sole	2023-07-24
2023-03-31	$2,089,788	9,269	+44.8%	Shares	Sole	2023-04-25
2022-12-31	$1,329,871	6,401	-1.8%	Shares	Sole	2023-02-01
2022-09-30	$1,157,745	6,517	-9.7%	Shares	Sole	2022-10-31
2022-06-30	$1,420,758	7,216	+4.8%	Shares	Sole	2022-08-25
2022-03-31	$1,526,442	6,883	-0.4%	Shares	Sole	2022-08-25
2021-12-31	$1,497,466	6,910	+5.1%	Shares	Sole	2022-02-02
2021-09-30	$1,463,913	6,572	+4.4%	Shares	Sole	2021-11-01
2021-06-30	$1,471,429	6,293	+13.5%	Shares	Sole	2021-07-22
2021-03-31	$1,174,254	5,546	+8.3%	Shares	Sole	2021-05-10
2020-12-31	$1,119,678	5,119	—	Shares	Sole	2021-03-01
No filing history on record for this holder in this stock.