Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,145,238
+$2,899,779 QoQ
Shares Held
96,608
-3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#682
of 4,501 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $53,749,312 across 4 Credit Services names. V ranks #1 (61.7% of the industry book) .
All Filings in V
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,145,238 | 96,608 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,245,459 | 100,071 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,289,366 | 103,474 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,431,295 | 89,142 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,856,184 | 33,393 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,467,401 | 32,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,361,321 | 35,949 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $9,613,076 | 34,963 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,075,162 | 34,576 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,431,844 | 30,213 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,102,638 | 54,168 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $12,720,013 | 55,302 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,020,146 | 29,561 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,337,680 | 28,110 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,567,552 | 26,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $412,503 | 2,322 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $4,150,259 | 23,362 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,454,000 | 64,116 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||