Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$233,301
+$12,666 QoQ
Shares Held
680
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#4,131
of 4,498 holders
Holding Since
Mar 2023
13 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, 2026Strategic Financial Concepts, LLC holds $1,120,650 across 2 Credit Services names. V ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
20,550 | $887,349 | |
| 2 | V |
Visa Inc.
This page
|
680 | $233,301 |
All Filings in V
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,301 | 680 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $220,635 | 730 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $266,959 | 782 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $331,616 | 934 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,191,213 | 3,399 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,073,903 | 3,398 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $440,744 | 1,603 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $568,007 | 403,365 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,001,897 | 3,590 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $572,770 | 2,200 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $586,295 | 2,549 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $586,813 | 2,471 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $558,464 | 2,477 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||