Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,073,464
+$1,834,705 QoQ
Shares Held
29,361
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#1,229
of 4,498 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, 2026Beverly Hills Private Wealth, LLC holds $13,906,441 across 5 Credit Services names. V ranks #1 (72.4% 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 | $10,073,464 | 29,361 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $8,238,759 | 27,259 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $6,358,021 | 18,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,289,679 | 15,495 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,071,531 | 14,284 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,333,297 | 15,218 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,685,290 | 14,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,856,445 | 14,026 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,158,812 | 8,225 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,548,332 | 5,548 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $834,419 | 3,205 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $374,223 | 1,627 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $359,782 | 1,515 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $233,125 | 1,034 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||