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Amplius Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1900584 BLUE BELL, PA

Position in V

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$561,638
+$107,674 QoQ
Shares Held
1,637
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,444
of 4,501 holders
Holding Since
Dec 2021
19 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, 2026

Amplius Wealth Advisors, LLC holds $2,504,981 across 4 Credit Services names. V ranks #3 (22.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 V
Visa Inc.
This page
1,637 $561,638

All Filings in V

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $561,638 1,637
2026-03-31 $453,964 1,502
2025-12-31 $548,510 1,564
2025-09-30 $465,983 1,365
2025-06-30 $1,037,811 2,923
2025-03-31 $808,511 2,307
2024-12-31 $698,132 2,209
2024-09-30 $584,268 2,125
2024-06-30 $561,685 2,140
2024-03-31 $620,673 2,224
2023-12-31 $569,645 2,188
2023-09-30 $495,211 2,153
2023-06-30 $509,394 2,145
2023-03-31 $480,004 2,129
2022-12-31 $402,015 1,935
2022-09-30 $627,104 3,530
2022-06-30 $625,913 3,179
2022-03-31 $742,485 3,348
2021-12-31 $711,025 3,281