Skip to main content

Endowment Wealth Management, Inc.

Endowment

Position in V — Visa Inc.

CIK 1904477 APPLETON, WI

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$308,781
-$6,455 QoQ
Shares Held
900
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#3,913
of 4,501 holders
Holding Since
Jun 2025
5 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

Endowment Wealth Management, Inc. holds $828,941 across 3 Credit Services names. V ranks #1 (37.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
900 $308,781

All Filings in V

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $308,781 900
2026-03-31 $315,236 1,043
2025-12-31 $334,577 954
2025-09-30 $332,162 973
2025-06-30 $353,984 997