Position in V
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,418,677
+$28,071 QoQ
Shares Held
4,135
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,653
of 4,501 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $4,685,836 across 4 Credit Services names. V ranks #2 (30.3% of the industry book) .
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,677 | 4,135 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,390,606 | 4,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,563,815 | 4,459 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $2,302,949 | 6,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,389,841 | 6,731 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,038,275 | 5,816 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $433,922 | 1,373 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||