PRIMORIS WEALTH ADVISORS, LLC

Position in V — Visa Inc.

CIK 1909619 North Palm Beach, FL

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$883,799

+$105,229 QoQ

Shares Held

2,576

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#3,065

of 4,501 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRIMORIS WEALTH ADVISORS, LLC holds $1,125,345 across 2 Credit Services names. V ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc. This page	2,576	$883,799
2	COF	Capital One Financial Corp	1,204	$241,546

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,799	2,576	0.0%	Shares	Sole	2026-07-29
2026-03-31	$778,570	2,576	-0.1%	Shares	Sole	2026-04-30
2025-12-31	$904,130	2,578	0.0%	Shares	Sole	2026-02-03
2025-09-30	$880,077	2,578	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$902,892	2,543	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$886,663	2,530	+0.6%	Shares	Sole	2025-04-24
2024-12-31	$794,840	2,515	0.0%	Shares	Sole	2025-02-13
2024-09-30	$691,499	2,515	0.0%	Shares	Sole	2024-11-01
2024-06-30	$660,112	2,515	-3.2%	Shares	Sole	2024-08-01
2024-03-31	$725,049	2,598	+2.2%	Shares	Sole	2024-05-07
2023-12-31	$662,070	2,543	0.0%	Shares	Sole	2024-02-15
2023-09-30	$584,915	2,543	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$603,436	2,541	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$571,315	2,534	-13.6%	Shares	Sole	2023-04-25
2022-12-31	$609,360	2,933	+2.8%	Shares	Sole	2023-02-03
2022-09-30	$506,835	2,853	0.0%	Shares	Sole	2022-10-20
2022-06-30	$561,727	2,853	0.0%	Shares	Sole	2022-07-29
2022-03-31	$632,709	2,853	0.0%	Shares	Sole	2022-04-29
2021-12-31	$618,273	2,853	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.