Position in V
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,146
+$613 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,476
of 4,491 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $1,084,682 across 5 Credit Services names. V ranks #4 (0.5% 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 | $5,146 | 15 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,533 | 15 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,260 | 15 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,551 | 110 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,055 | 110 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,550 | 110 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,764 | 110 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||