ELEVATION WEALTH PARTNERS, LLC

Position in V — Visa Inc.

CIK 1976256 WALNUT CREEK, CA

Position in V

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$366,420

+$95,311 QoQ

Shares Held

1,068

+19.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,767

of 4,498 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $718,245 across 10 Credit Services names. V ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,068	$366,420
2	MA	Mastercard Inc	310	$159,216
3	SYF	Synchrony Financial	693	$52,702
4	COF	Capital One Financial Corp	256	$51,358
5	PYPL	PayPal Holdings, Inc.	690	$29,794
6	ALLY	Ally Financial Inc.	523	$24,031
7	AXP	American Express Co	52	$17,589
8	AFRM	Affirm Holdings, Inc.	137	$11,172

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,420	1,068	+19.1%	Shares	Sole	2026-07-08
2026-03-31	$271,109	897	+0.9%	Shares	Sole	2026-04-14
2025-12-31	$311,781	889	-11.5%	Shares	Sole	2026-01-09
2025-09-30	$343,086	1,005	+7.1%	Shares	Sole	2025-10-14
2025-06-30	$333,036	938	-0.1%	Shares	Sole	2025-07-08
2025-03-31	$329,081	939	0.0%	Shares	Sole	2025-04-09
2024-12-31	$296,761	939	+3.3%	Shares	Sole	2025-01-29
2024-09-30	$249,929	909	0.0%	Shares	Sole	2024-10-04
2024-06-30	$238,585	909	0.0%	Shares	Sole	2024-07-09
2024-03-31	$253,683	909	0.0%	Shares	Sole	2024-04-19
2023-12-31	$236,658	909	+23.3%	Shares	Sole	2024-01-17
2023-09-30	$169,517	737	0.0%	Shares	Sole	2023-10-10
2023-06-30	$175,022	737	0.0%	Shares	Sole	2023-07-06
2023-03-31	$166,164	737	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.