Position in V
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,318,602
+$469,498 QoQ
Shares Held
6,758
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#2,244
of 4,501 holders
Holding Since
Dec 2022
15 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, 2026RETIREMENT GUYS FORMULA LLC holds $2,538,682 across 2 Credit Services names. V ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
6,758 | $2,318,602 | |
| 2 | COF |
Capital One Financial Corp
|
1,097 | $220,080 |
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,318,602 | 6,758 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,849,104 | 6,118 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,888,222 | 5,384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,846,524 | 5,409 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,853,361 | 5,220 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,777,533 | 5,072 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,634,558 | 5,172 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,406,644 | 5,116 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,282,165 | 4,885 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,263,674 | 4,528 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,121,067 | 4,306 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $912,679 | 3,968 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $720,276 | 3,033 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $468,505 | 2,078 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $287,955 | 1,386 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||