Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$674,514
+$106,908 QoQ
Shares Held
1,966
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,282
of 4,501 holders
Holding Since
Dec 2022
15 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, 2026CONSILIO WEALTH ADVISORS, LLC holds $1,646,807 across 4 Credit Services names. V ranks #1 (41.0% of the industry book) .
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,514 | 1,966 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $567,606 | 1,878 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $637,941 | 1,819 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $635,308 | 1,861 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $670,334 | 1,888 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $619,613 | 1,768 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $534,107 | 1,690 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $448,168 | 1,630 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $387,668 | 1,477 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $397,968 | 1,426 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $338,194 | 1,299 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $246,570 | 1,072 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $256,953 | 1,082 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $238,311 | 1,057 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $204,020 | 982 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||