Skip to main content

Caerus Investment Advisors, LLC

Position in V — Visa Inc.

CIK 1862682 WEST LAKE HILLS, TX

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$662,849
+$195,586 QoQ
Shares Held
1,932
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,291
of 4,491 holders
Holding Since
Dec 2021
19 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

Caerus Investment Advisors, LLC holds $2,478,628 across 6 Credit Services names. V ranks #1 (26.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
1,932 $662,849

All Filings in V

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $662,849 1,932
2026-03-31 $467,263 1,546
2025-12-31 $505,373 1,441
2025-09-30 $479,980 1,406
2025-06-30 $455,884 1,284
2025-03-31 $449,990 1,284
2024-12-31 $405,795 1,284
2024-09-30 $353,035 1,284
2024-06-30 $337,011 1,284
2024-03-31 $358,338 1,284
2023-12-31 $334,289 1,284
2023-09-30 $296,712 1,290
2023-06-30 $306,349 1,290
2023-03-31 $290,843 1,290
2022-12-31 $475,770 2,290
2022-09-30 $229,168 1,290
2022-06-30 $352,433 1,790
2022-03-31 $286,083 1,290
2021-12-31 $279,122 1,288