Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,247,818
+$172,449 QoQ
Shares Held
3,637
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#2,766
of 4,501 holders
Holding Since
Mar 2024
9 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, 2026Whelan Financial holds $5,519,539 across 4 Credit Services names. V ranks #3 (22.6% of the industry book) .
All Filings in V
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,818 | 3,637 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,075,369 | 3,558 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,173,826 | 3,347 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,191,074 | 3,489 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $912,478 | 2,570 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $717,391 | 2,047 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $392,205 | 1,241 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $225,733 | 821 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $205,123 | 735 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||