Performance Wealth Partners, LLC

Position in V — Visa Inc.

CIK 1908765 HINSDALE, IL

Position in V

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$20,630,687

+$2,831,774 QoQ

Shares Held

60,132

+2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#897

of 4,491 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $22,901,542 across 5 Credit Services names. V ranks #1 (90.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	60,132	$20,630,687
2	MA	Mastercard Inc	2,265	$1,163,304
3	COF	Capital One Financial Corp	2,208	$442,968
4	AXP	American Express Co	1,093	$369,707
5	PYPL	PayPal Holdings, Inc.	6,829	$294,876

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,630,687	60,132	+2.1%	Shares	Sole	2026-08-07
2026-03-31	$17,798,913	58,890	+3.8%	Shares	Sole	2026-04-10
2025-12-31	$19,889,114	56,711	-0.0%	Shares	Sole	2026-01-21
2025-09-30	$19,368,194	56,735	+0.4%	Shares	Sole	2025-11-07
2025-06-30	$20,059,969	56,499	+1.4%	Shares	Sole	2025-07-28
2025-03-31	$19,533,939	55,738	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$17,524,734	55,451	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$15,420,020	56,083	+1.4%	Shares	Sole	2024-10-10
2024-06-30	$14,517,215	55,310	-72.5%	Shares	Sole	2024-07-22
2024-03-31	$56,210,898	201,415	+0.7%	Shares	Sole	2024-04-30
2023-12-31	$52,098,638	200,110	-1.8%	Shares	Sole	2024-01-22
2023-09-30	$46,878,798	203,812	-0.9%	Shares	Sole	2023-10-30
2023-06-30	$48,829,687	205,616	-2.5%	Shares	Sole	2023-07-13
2023-03-31	$47,550,641	210,905	+0.5%	Shares	Sole	2023-04-20
2022-12-31	$43,579,945	209,761	-2.0%	Shares	Sole	2023-01-19
2022-09-30	$38,036,286	214,108	-0.3%	Shares	Sole	2022-10-17
2022-06-30	$42,290,593	214,793	-0.8%	Shares	Sole	2022-07-15
2022-03-31	$48,004,112	216,459	-4.8%	Shares	Sole	2022-04-21
2021-12-31	$49,297,190	227,480	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.