Position in V
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$833,022
+$172,024 QoQ
Shares Held
2,428
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,114
of 4,501 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $2,511,762 across 4 Credit Services names. V ranks #2 (33.2% of the industry book) .
All Filings in V
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,022 | 2,428 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $660,998 | 2,187 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $772,263 | 2,202 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $665,691 | 1,950 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $699,093 | 1,969 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $568,446 | 1,622 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $463,946 | 1,468 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $383,005 | 1,393 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $345,935 | 1,318 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $334,337 | 1,198 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $328,822 | 1,263 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $246,340 | 1,071 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $286,163 | 1,205 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $221,852 | 984 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $202,150 | 973 | Shares | Sole | 2023-01-20 | |
| 2021-12-31 | $225,161 | 1,039 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||