Position in V
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$685,493
+$161,107 QoQ
Shares Held
1,998
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#3,269
of 4,500 holders
Holding Since
Dec 2025
3 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, 2026CYPRESS FINANCIAL PLANNING LLC holds $5,239,767 across 2 Credit Services names. V ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
22,701 | $4,554,274 | |
| 2 | V |
Visa Inc.
This page
|
1,998 | $685,493 |
All Filings in V
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,493 | 1,998 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $524,386 | 1,735 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $689,495 | 1,966 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||