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GUARDIAN WEALTH ADVISORS, LLC / NC

Position in V — Visa Inc.

CIK 1901403 RALEIGH, NC

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,391,530
+$925,408 QoQ
Shares Held
21,544
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,416
of 4,501 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$2,230,085
PutShares
6,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $9,808,876 across 4 Credit Services names. V ranks #1 (75.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
21,544 $7,391,530

All Filings in V

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,230,085 6,500
2026-06-30 $7,391,530 21,544
2026-03-31 $1,964,560 6,500
2026-03-31 $6,466,122 21,394
2025-12-31 $7,605,847 21,687
2025-12-31 $2,279,615 6,500
2025-09-30 $7,247,838 21,231
2025-06-30 $7,403,147 20,851
2025-03-31 $4,831,091 13,785
2024-12-31 $4,316,158 13,657
2024-09-30 $2,967,535 10,793
2024-06-30 $2,738,874 10,435
2024-03-31 $2,872,291 10,292
2023-12-31 $2,606,363 10,011
2023-09-30 $2,315,970 10,069
2023-06-30 $2,134,707 8,989
2023-03-31 $1,883,041 8,352
2022-12-31 $1,641,927 7,903
2022-09-30 $1,438,254 8,096
2022-06-30 $1,531,016 7,776
2022-03-31 $875,991 3,950
2021-12-31 $878,108 4,052