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Crown Wealth Group, LLC

Position in V — Visa Inc.

CIK 1845698 Charlotte, NC

Position in V

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$1,391,916
+$171,774 QoQ
Shares Held
4,057
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#2,672
of 4,501 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Crown Wealth Group, LLC holds $2,465,997 across 4 Credit Services names. V ranks #1 (56.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
4,057 $1,391,916

All Filings in V

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,391,916 4,057
2026-03-31 $1,220,142 4,037
2025-12-31 $1,216,262 3,468
2025-09-30 $1,209,509 3,543
2025-06-30 $1,218,531 3,432
2025-03-31 $1,229,764 3,509
2024-12-31 $1,086,861 3,439
2024-09-30 $932,630 3,392
2024-06-30 $893,185 3,403
2024-03-31 $960,593 3,442
2023-12-31 $749,287 2,878
2023-09-30 $619,876 2,695
2023-06-30 $559,977 2,358
2023-03-31 $566,130 2,511
2022-12-31 $546,616 2,631
2022-09-30 $487,826 2,746
2022-06-30 $446,152 2,266
2022-03-31 $489,668 2,208