Thrive Wealth Management, LLC

Position in V — Visa Inc.

CIK 1847610 AUDUBON, PA

Position in V

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,823,630

+$311,714 QoQ

Shares Held

8,230

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#2,080

of 4,501 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,652,047 across 4 Credit Services names. V ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	8,230	$2,823,630
2	MA	Mastercard Inc	3,552	$1,824,307
3	AXP	American Express Co	1,943	$657,219
4	SOFI	SoFi Technologies, Inc.	19,347	$346,891

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,823,630	8,230	-1.0%	Shares	Sole	2026-07-07
2026-03-31	$2,511,916	8,311	-6.8%	Shares	Sole	2026-04-09
2025-12-31	$3,127,982	8,919	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$3,043,061	8,914	-0.9%	Shares	Sole	2025-10-07
2025-06-30	$3,192,964	8,993	-0.2%	Shares	Sole	2025-07-09
2025-03-31	$3,157,294	9,009	-13.6%	Shares	Sole	2025-04-10
2024-12-31	$3,294,717	10,425	-2.1%	Shares	Sole	2025-01-16
2024-09-30	$2,926,567	10,644	+11.8%	Shares	Sole	2024-10-04
2024-06-30	$2,499,764	9,524	-0.8%	Shares	Sole	2024-07-12
2024-03-31	$2,679,447	9,601	+0.2%	Shares	Sole	2024-04-16
2023-12-31	$2,495,194	9,584	-0.7%	Shares	Sole	2024-01-10
2023-09-30	$2,220,976	9,656	-1.3%	Shares	Sole	2023-10-13
2023-06-30	$2,322,316	9,779	+2.7%	Shares	Sole	2023-07-12
2023-03-31	$2,147,055	9,523	+7.1%	Shares	Sole	2023-04-07
2022-12-31	$1,846,570	8,888	+13.2%	Shares	Sole	2023-01-25
2022-09-30	$1,394,552	7,850	+19.2%	Shares	Sole	2022-10-24
2022-06-30	$1,296,323	6,584	+20.9%	Shares	Sole	2022-07-11
2022-03-31	$1,207,537	5,445	+24.1%	Shares	Sole	2022-05-02
2021-12-31	$950,923	4,388	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.