Accurate Wealth Management, LLC

Position in V — Visa Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in V

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,967,042

+$522,828 QoQ

Shares Held

8,648

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,036

of 4,501 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,293,083 across 6 Credit Services names. V ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	8,648	$2,967,042
2	MA	Mastercard Inc	4,687	$2,407,243
3	AXP	American Express Co	5,987	$2,025,102
4	COF	Capital One Financial Corp	2,005	$402,243
5	OMF	OneMain Holdings, Inc.	4,104	$250,220
6	WU	Western Union CO	31,329	$241,233

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,967,042	8,648	+6.9%	Shares	Sole	2026-07-15
2026-03-31	$2,444,214	8,087	+4.3%	Shares	Sole	2026-04-23
2025-12-31	$2,719,405	7,754	-2.3%	Shares	Sole	2026-01-14
2025-09-30	$2,708,508	7,934	-47.2%	Shares	Sole	2025-10-20
2025-06-30	$5,338,176	15,035	+4.9%	Shares	Sole	2025-07-15
2025-03-31	$5,021,741	14,329	+2.2%	Shares	Sole	2025-04-15
2024-12-31	$4,433,093	14,027	-10.0%	Shares	Sole	2025-01-14
2024-09-30	$4,287,020	15,592	+2.5%	Shares	Sole	2024-10-17
2024-06-30	$3,994,268	15,218	+0.9%	Shares	Sole	2024-07-17
2024-03-31	$4,208,805	15,081	-5.0%	Shares	Sole	2024-04-23
2023-12-31	$4,133,576	15,877	-5.3%	Shares	Sole	2024-01-12
2023-09-30	$3,854,737	16,759	+37.6%	Shares	Sole	2023-10-23
2023-06-30	$2,892,743	12,181	+110.0%	Shares	Sole	2023-07-24
2023-03-31	$1,307,668	5,800	+11.0%	Shares	Sole	2023-04-13
2022-12-31	$1,085,130	5,223	+287.5%	Shares	Sole	2023-01-11
2022-09-30	$239,472	1,348	-64.2%	Shares	Sole	2022-11-14
2022-06-30	$740,700	3,762	-2.3%	Shares	Sole	2022-08-04
2022-03-31	$853,592	3,849	-7.5%	Shares	Sole	2022-05-10
2021-12-31	$901,296	4,159	+5.8%	Shares	Sole	2022-02-08
2021-09-30	$875,630	3,931	-1.9%	Shares	Sole	2021-10-22
2021-06-30	$936,682	4,006	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.