Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,725,356
+$784,717 QoQ
Shares Held
22,517
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,384
of 4,501 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $16,509,040 across 4 Credit Services names. V ranks #2 (46.8% of the industry book) .
All Filings in V
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,725,356 | 22,517 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $6,940,639 | 22,964 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,803,674 | 13,697 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,533,137 | 4,491 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,517,838 | 4,275 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $393,917 | 1,124 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $537,584 | 1,701 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $560,348 | 2,038 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,663,797 | 6,339 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,687,875 | 6,048 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,499,355 | 5,759 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,279,775 | 5,564 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $644,520 | 2,714 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,154,806 | 5,122 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,153,173 | 15,177 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,826,411 | 15,910 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $3,498,643 | 15,776 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||