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Worth Financial Advisory Group, LLC

Position in V — Visa Inc.

CIK 1964358 CHARLOTTE, NC

Position in V

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$1,587,477
+$5,775 QoQ
Shares Held
4,627
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#2,543
of 4,501 holders
Holding Since
Dec 2022
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, 2026

Worth Financial Advisory Group, LLC holds $2,403,325 across 4 Credit Services names. V ranks #1 (66.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
4,627 $1,587,477

All Filings in V

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,587,477 4,627
2025-12-31 $1,581,702 4,510
2025-09-30 $1,511,972 4,429
2025-06-30 $1,591,334 4,482
2025-03-31 $1,509,781 4,308
2024-12-31 $1,117,517 3,536
2024-09-30 $998,893 3,633
2024-06-30 $934,918 3,562
2024-03-31 $1,098,458 3,936
2023-12-31 $1,018,489 3,912
2023-09-30 $883,928 3,843
2023-06-30 $848,278 3,572
2023-03-31 $767,916 3,406
2022-12-31 $685,192 3,298