Position in V
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$310,153
+$32,999 QoQ
Shares Held
904
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,899
of 4,491 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Synergy Financial Group, LTD holds $2,863,169 across 5 Credit Services names. V ranks #2 (10.8% of the industry book) .
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,153 | 904 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $277,154 | 917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,947 | 841 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $277,541 | 813 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $276,583 | 779 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $272,657 | 778 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,237 | 738 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||