Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,356,556
+$2,544,628 QoQ
Shares Held
12,698
+111.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#1,768
of 4,501 holders
Holding Since
Jun 2023
13 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, 2026TriaGen Wealth Management LLC holds $7,767,938 across 3 Credit Services names. V ranks #1 (56.1% of the industry book) .
All Filings in V
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,356,556 | 12,698 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,811,928 | 5,995 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,147,748 | 6,124 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,099,145 | 6,149 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,207,700 | 6,218 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,287,101 | 6,526 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,086,180 | 6,601 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,816,044 | 6,605 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,723,378 | 6,566 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,835,788 | 6,578 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,714,925 | 6,587 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,056,832 | 13,290 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,181,282 | 13,396 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||