Hoxton Planning & Management, LLC

Position in V — Visa Inc.

CIK 1954782 SHEPHERDSTOWN, WV

Position in V

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$653,586

+$88,398 QoQ

Shares Held

1,905

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#3,307

of 4,501 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $2,580,256 across 5 Credit Services names. V ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,654	$849,494
2	V	Visa Inc. This page	1,905	$653,586
3	AXP	American Express Co	1,339	$452,916
4	COF	Capital One Financial Corp	2,250	$451,395
5	WU	Western Union CO	22,450	$172,865

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,586	1,905	+1.9%	Shares	Sole	2026-07-16
2026-03-31	$565,188	1,870	+2.8%	Shares	Sole	2026-04-20
2025-12-31	$637,941	1,819	-0.2%	Shares	Sole	2026-02-11
2025-09-30	$621,994	1,822	-1.6%	Shares	Sole	2025-10-27
2025-06-30	$657,197	1,851	-0.5%	Shares	Sole	2025-08-06
2025-03-31	$652,206	1,861	+5.6%	Shares	Sole	2025-05-08
2024-12-31	$557,178	1,763	+1.1%	Shares	Sole	2025-09-08
2024-09-30	$479,237	1,743	+0.8%	Shares	Sole	2024-10-08
2024-06-30	$453,810	1,729	+3.7%	Shares	Sole	2024-07-19
2024-03-31	$465,226	1,667	+4.1%	Shares	Sole	2024-04-12
2023-12-31	$416,820	1,601	+4.6%	Shares	Sole	2024-01-30
2023-09-30	$351,915	1,530	-5.5%	Shares	Sole	2023-10-27
2023-06-30	$384,480	1,619	-4.0%	Shares	Sole	2023-07-20
2023-03-31	$380,125	1,686	+0.5%	Shares	Sole	2023-05-15
2022-12-31	$348,413	1,677	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.