Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,635
+$5,195 QoQ
Shares Held
31
+72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,468
of 4,501 holders
Holding Since
Mar 2023
14 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, 2026Morton Brown Family Wealth, LLC holds $20,649 across 5 Credit Services names. V ranks #1 (51.5% of the industry book) .
All Filings in V
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,635 | 31 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,440 | 18 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,312 | 18 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,413 | 10 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,651 | 30 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,513 | 30 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,160 | 10 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,749 | 10 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,624 | 10 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,790 | 10 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,946 | 19 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,300 | 10 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,374 | 10 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $8,792 | 39 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||