Position in V
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,473,272
+$2,875,753 QoQ
Shares Held
33,441
+17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,162
of 4,501 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $18,569,354 across 4 Credit Services names. V ranks #1 (61.8% of the industry book) .
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,473,272 | 33,441 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,597,519 | 28,446 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,601,036 | 27,376 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,302,605 | 27,250 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,387,880 | 20,808 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,272,045 | 20,750 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,186,483 | 19,575 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,200,679 | 18,915 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,379,847 | 20,497 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,510,992 | 19,747 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,593,615 | 17,644 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,926,960 | 17,073 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,713,474 | 15,637 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,356,197 | 14,886 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,758,845 | 13,279 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,313,713 | 13,024 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,773,786 | 14,088 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,079,054 | 13,884 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,039,357 | 14,025 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||