Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,695,958
+$2,491,879 QoQ
Shares Held
25,346
+23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,319
of 4,491 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. V ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
25,346 | $8,695,958 | |
| 2 | MA |
Mastercard Inc
|
13,485 | $6,925,895 | |
| 3 | AXP |
American Express Co
|
11,276 | $3,814,107 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
41,855 | $3,413,275 | |
| 5 | COF |
Capital One Financial Corp
|
12,296 | $2,466,822 | |
| 6 | SYF |
Synchrony Financial
|
10,808 | $821,947 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
38,730 | $694,428 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
10,608 | $458,053 |
All Filings in V
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,695,958 | 25,346 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,204,079 | 20,527 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $7,758,406 | 22,122 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,895,876 | 20,200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,909,983 | 19,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,305,476 | 17,992 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,050,319 | 15,980 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,670,582 | 13,350 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,307,909 | 12,603 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,731,355 | 9,787 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,404,852 | 9,237 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,227,103 | 5,335 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $859,677 | 3,620 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $676,830 | 3,002 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||