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Paragon Private Wealth Management, LLC

Position in V — Visa Inc.

CIK 1922684 LEXINGTON, KY

Position in V

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,553,726
+$549,159 QoQ
Shares Held
10,358
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,914
of 4,501 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 34% Shared 0% None 66%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $7,502,380 across 4 Credit Services names. V ranks #1 (47.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
10,358 $3,553,726

All Filings in V

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,553,726 10,358
2026-03-31 $3,004,567 9,941
2025-12-31 $3,615,118 10,308
2025-09-30 $3,552,400 10,406
2025-06-30 $2,937,328 8,273
2025-03-31 $2,910,920 8,306
2024-12-31 $2,777,359 8,788
2024-09-30 $2,249,915 8,183
2024-06-30 $2,059,077 7,845
2024-03-31 $2,189,103 7,844
2023-12-31 $1,938,566 7,446
2023-09-30 $1,725,995 7,504
2023-06-30 $1,755,689 7,393
2023-03-31 $1,698,164 7,532
2022-12-31 $1,626,553 7,829
2022-09-30 $1,330,243 7,488
2022-06-30 $1,443,597 7,332
2022-03-31 $1,602,066 7,224
2021-12-31 $1,525,855 7,041