Position in V
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$345,834
+$41,177 QoQ
Shares Held
1,008
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,808
of 4,491 holders
Holding Since
Mar 2023
14 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, 2026Forza Wealth Management, LLC holds $2,185,464 across 4 Credit Services names. V ranks #3 (15.8% of the industry book) .
All Filings in V
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,834 | 1,008 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $304,657 | 1,008 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $353,515 | 1,008 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $344,111 | 1,008 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $357,890 | 1,008 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $407,935 | 1,164 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $367,870 | 1,164 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $310,968 | 1,131 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $274,543 | 1,046 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $281,033 | 1,007 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $262,172 | 1,007 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $760,643 | 3,307 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $785,346 | 3,307 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $745,596 | 3,307 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||