SILVERLAKE WEALTH MANAGEMENT LLC

Position in V — Visa Inc.

CIK 1966026 WILLISTON, VT

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$687,209

+$97,841 QoQ

Shares Held

2,003

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,262

of 4,501 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $1,906,484 across 4 Credit Services names. V ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,003	$687,209
2	AXP	American Express Co	1,634	$552,700
3	COF	Capital One Financial Corp	2,116	$424,511
4	WU	Western Union CO	31,437	$242,064

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,209	2,003	+2.7%	Shares	Sole	2026-08-06
2026-03-31	$589,368	1,950	+75.8%	Shares	Sole	2026-04-15
2025-12-31	$388,937	1,109	-4.7%	Shares	Sole	2026-01-09
2025-09-30	$397,366	1,164	+0.2%	Shares	Sole	2025-10-28
2025-06-30	$412,568	1,162	+42.2%	Shares	Sole	2025-08-25
2025-03-31	$286,325	817	+10.1%	Shares	Sole	2025-04-30
2024-12-31	$234,501	742	0.0%	Shares	Sole	2025-01-27
2024-09-30	$204,012	742	-11.4%	Shares	Sole	2024-10-10
2024-06-30	$219,687	837	+3.0%	Shares	Sole	2024-08-02
2024-03-31	$226,892	813	-64.6%	Shares	Sole	2024-04-18
2023-12-31	$598,544	2,299	+6.4%	Shares	Sole	2024-01-22
2023-09-30	$497,051	2,161	-2.5%	Shares	Sole	2023-10-10
2023-06-30	$526,493	2,217	0.0%	Shares	Sole	2023-07-25
2023-03-31	$499,844	2,217	+0.4%	Shares	Sole	2023-04-13
2022-12-31	$458,734	2,208	+29.7%	Shares	Sole	2023-02-16
2022-09-30	$302,360	1,702	+3.2%	Shares	Sole	2023-04-06
2022-06-30	$324,868	1,650	-2.1%	Shares	Sole	2023-04-06
2022-03-31	$373,682	1,685	-14.8%	Shares	Sole	2023-04-06
2021-12-31	$428,652	1,978	—	Shares	Sole	2023-04-06
No filing history on record for this holder in this stock.