Lodestone Wealth Management LLC

Position in V — Visa Inc.

CIK 1950158 SPOKANE, WA

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,844,108

+$175,441 QoQ

Shares Held

5,375

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#2,418

of 4,498 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $6,343,167 across 8 Credit Services names. V ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	8,743	$2,957,319
2	V	Visa Inc. This page	5,375	$1,844,108
3	CACC	Credit Acceptance Corp	1,537	$978,668
4	MA	Mastercard Inc	512	$262,963
5	SOFI	SoFi Technologies, Inc.	10,831	$194,199
6	PYPL	PayPal Holdings, Inc.	2,092	$90,332
7	COF	Capital One Financial Corp	61	$12,237
8	WU	Western Union CO	434	$3,341

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,844,108	5,375	-2.6%	Shares	Sole	2026-07-24
2026-03-31	$1,668,667	5,521	-0.1%	Shares	Sole	2026-05-01
2025-12-31	$1,938,724	5,528	-6.4%	Shares	Sole	2026-01-15
2025-09-30	$2,015,507	5,904	+0.3%	Shares	Sole	2025-10-24
2025-06-30	$2,089,114	5,884	-3.9%	Shares	Sole	2025-08-12
2025-03-31	$2,145,516	6,122	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$1,929,108	6,104	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$1,682,144	6,118	-16.9%	Shares	Sole	2024-10-29
2024-06-30	$1,932,829	7,364	+1.9%	Shares	Sole	2024-07-16
2024-03-31	$2,016,911	7,227	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$1,877,644	7,212	+2.3%	Shares	Sole	2024-01-25
2023-09-30	$1,622,030	7,052	+1.1%	Shares	Sole	2023-10-20
2023-06-30	$1,656,423	6,975	-3.8%	Shares	Sole	2023-07-25
2023-03-31	$1,635,261	7,253	-4.1%	Shares	Sole	2023-05-15
2022-12-31	$1,571,288	7,563	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.