Trail Ridge Investment Advisors, LLC

Position in V — Visa Inc.

CIK 1911013 FORT COLLINS, CO

Position in V

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$610,357

+$46,075 QoQ

Shares Held

1,779

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#3,365

of 4,499 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

Trail Ridge Investment Advisors, LLC holds $4,147,473 across 3 Credit Services names. V ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	5,500	$2,824,800
2	ALLY	Ally Financial Inc.	15,502	$712,316
3	V	Visa Inc. This page	1,779	$610,357

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,357	1,779	-4.7%	Shares	Sole	2026-08-13
2026-03-31	$564,282	1,867	+4.2%	Shares	Sole	2026-05-05
2025-12-31	$628,472	1,792	+2.1%	Shares	Sole	2026-01-28
2025-09-30	$599,463	1,756	+4.7%	Shares	Sole	2025-10-20
2025-06-30	$595,418	1,677	-5.0%	Shares	Sole	2025-08-05
2025-03-31	$618,561	1,765	-23.3%	Shares	Sole	2025-05-02
2024-12-31	$726,892	2,300	+1.0%	Shares	Sole	2025-02-07
2024-09-30	$626,061	2,277	-0.9%	Shares	Sole	2024-10-25
2024-06-30	$603,156	2,298	+8.4%	Shares	Sole	2024-08-14
2024-03-31	$591,370	2,119	-10.5%	Shares	Sole	2024-05-15
2023-12-31	$616,508	2,368	-3.7%	Shares	Sole	2024-02-16
2023-09-30	$565,824	2,460	+2.2%	Shares	Sole	2023-11-14
2023-06-30	$571,614	2,407	-7.3%	Shares	Sole	2023-08-15
2023-03-31	$585,519	2,597	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$539,137	2,595	+2.9%	Shares	Sole	2023-02-14
2022-09-30	$448,033	2,522	+7.0%	Shares	Sole	2022-11-14
2022-06-30	$464,266	2,358	+5.6%	Shares	Sole	2022-08-02
2022-03-31	$495,434	2,234	+32.0%	Shares	Sole	2022-05-16
2021-12-31	$366,673	1,692	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.