Position in V
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$803,859
+$107,499 QoQ
Shares Held
2,343
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,141
of 4,501 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $2,769,196 across 4 Credit Services names. V ranks #2 (29.0% of the industry book) .
All Filings in V
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,859 | 2,343 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $696,360 | 2,304 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $766,301 | 2,185 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $836,039 | 2,449 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $951,534 | 2,680 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $810,964 | 2,314 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $746,170 | 2,361 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $558,148 | 2,030 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $532,814 | 2,030 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $435,363 | 1,931 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $411,780 | 1,982 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $359,918 | 2,026 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $547,157 | 2,779 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $635,149 | 2,864 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $585,983 | 2,704 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $641,742 | 2,881 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $745,885 | 3,190 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $985,816 | 4,507 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||