Fi3 FINANCIAL ADVISORS, LLC

Position in V — Visa Inc.

CIK 1862427 INDIANAPOLIS, IN

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$827,876

-$372,016 QoQ

Shares Held

2,413

-39.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#3,120

of 4,501 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $11,885,459 across 4 Credit Services names. V ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	27,172	$9,190,929
2	COF	Capital One Financial Corp	52,322	$1,437,285
3	V	Visa Inc. This page	2,413	$827,876
4	MA	Mastercard Inc	836	$429,369

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,876	2,413	-39.2%	Shares	Sole	2026-08-14
2026-03-31	$1,199,892	3,970	+6.5%	Shares	Sole	2026-05-07
2025-12-31	$1,307,446	3,728	-4.0%	Shares	Sole	2026-02-06
2025-09-30	$1,326,261	3,885	-3.8%	Shares	Sole	2025-11-12
2025-06-30	$1,434,046	4,039	+1.9%	Shares	Sole	2025-08-13
2025-03-31	$1,388,872	3,963	+7.2%	Shares	Sole	2025-05-09
2024-12-31	$1,168,083	3,696	+0.5%	Shares	Sole	2025-02-11
2024-09-30	$1,011,266	3,678	+8.0%	Shares	Sole	2024-11-12
2024-06-30	$894,235	3,407	-0.5%	Shares	Sole	2024-08-14
2024-03-31	$955,849	3,425	-0.6%	Shares	Sole	2024-05-06
2023-12-31	$896,645	3,444	-12.0%	Shares	Sole	2024-02-13
2023-09-30	$899,799	3,912	+19.1%	Shares	Sole	2023-11-09
2023-06-30	$780,121	3,285	-2.3%	Shares	Sole	2023-08-08
2023-03-31	$758,221	3,363	-9.4%	Shares	Sole	2023-05-04
2022-12-31	$770,789	3,710	+20.1%	Shares	Sole	2023-02-06
2022-09-30	$548,760	3,089	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$605,830	3,077	+6.1%	Shares	Sole	2022-08-08
2022-03-31	$643,354	2,901	-1.5%	Shares	Sole	2022-05-02
2021-12-31	$638,210	2,945	+6.1%	Shares	Sole	2022-01-27
2021-09-30	$618,354	2,776	-1.0%	Shares	Sole	2021-11-16
2021-06-30	$655,397	2,803	+10.7%	Shares	Sole	2021-08-04
2021-03-31	$535,888	2,531	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.