Position in V
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,952,590
+$773,069 QoQ
Shares Held
26,094
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,299
of 4,498 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $16,277,812 across 5 Credit Services names. V ranks #1 (55.0% of the industry book) .
All Filings in V
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,952,590 | 26,094 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $8,179,521 | 27,063 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,641,593 | 30,343 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,644,569 | 31,181 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $12,156,556 | 34,239 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,434,670 | 35,481 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $11,164,745 | 35,327 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $9,862,180 | 35,869 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,186,974 | 35,002 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $9,920,735 | 35,548 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $8,454,085 | 32,472 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $7,955,585 | 34,588 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $8,020,649 | 33,774 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||