Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$929,430
+$187,734 QoQ
Shares Held
2,709
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#3,025
of 4,501 holders
Holding Since
Dec 2022
15 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, 2026Aspen Wealth Strategies, LLC holds $1,987,299 across 2 Credit Services names. V ranks #2 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
5,273 | $1,057,869 | |
| 2 | V |
Visa Inc.
This page
|
2,709 | $929,430 |
All Filings in V
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,430 | 2,709 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $741,696 | 2,454 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $845,912 | 2,412 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $854,815 | 2,504 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $884,429 | 2,491 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $905,588 | 2,584 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $843,510 | 2,669 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $723,118 | 2,630 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $687,933 | 2,621 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $778,354 | 2,789 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $893,260 | 3,431 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $781,803 | 3,399 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $821,680 | 3,460 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $861,031 | 3,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $804,862 | 3,874 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||