Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$765,090
-$1,294,675 QoQ
Shares Held
2,230
-67.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#3,182
of 4,501 holders
Holding Since
Dec 2021
19 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, 2026Schrum Private Wealth Management LLC holds $765,090 across 1 Credit Services name. V ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
2,230 | $765,090 |
All Filings in V
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,090 | 2,230 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,059,765 | 6,815 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,390,088 | 6,815 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,326,504 | 6,815 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,419,665 | 6,815 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,388,384 | 6,815 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,153,812 | 6,815 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $457,516 | 1,664 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,871,411 | 7,130 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,073,564 | 7,430 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $216,611 | 832 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,727,145 | 7,509 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,783,237 | 7,509 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,692,979 | 7,509 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,527,451 | 7,352 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,306,082 | 7,352 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,447,535 | 7,352 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,630,453 | 7,352 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,593,251 | 7,352 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||