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Baron Wealth Management LLC

Position in V — Visa Inc.

CIK 1968507 TROY, MI

Position in V

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$1,515,085
+$306,730 QoQ
Shares Held
4,416
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,586
of 4,498 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,605,206 across 5 Credit Services names. V ranks #1 (42.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
4,416 $1,515,085

All Filings in V

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,515,085 4,416
2026-03-31 $1,208,355 3,998
2025-12-31 $1,446,678 4,125
2025-09-30 $1,413,313 4,140
2025-06-30 $1,581,037 4,453
2025-03-31 $1,406,045 4,012
2024-12-31 $1,124,154 3,557
2024-09-30 $993,944 3,615
2024-06-30 $859,851 3,276
2024-03-31 $935,197 3,351
2023-12-31 $769,854 2,957
2023-09-30 $673,239 2,927
2023-06-30 $688,217 2,898
2023-03-31 $648,648 2,877
2022-12-31 $595,024 2,864