Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,257,812
+$2,135,303 QoQ
Shares Held
32,813
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,180
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, 2026Cyndeo Wealth Partners, LLC holds $27,869,340 across 4 Credit Services names. V ranks #1 (40.4% of the industry book) .
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,257,812 | 32,813 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,122,509 | 30,183 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,649,659 | 30,366 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,220,575 | 29,939 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,574,809 | 29,784 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,992,665 | 28,513 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,377,222 | 29,671 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,071,157 | 29,355 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,594,569 | 28,935 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,527,345 | 26,972 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,530,363 | 28,924 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,272,456 | 31,618 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,994,260 | 29,452 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,784,091 | 30,090 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,921,575 | 28,502 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||