Position in V
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$90,672
-$12,436 QoQ
Shares Held
300
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $866,733 across 5 Credit Services names. V ranks #2 (10.5% of the industry book) .
All Filings in V
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,672 | 300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $103,108 | 294 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $135,186 | 396 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $158,352 | 446 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $160,861 | 459 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $135,897 | 430 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $118,228 | 430 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $112,862 | 430 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $122,516 | 439 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $111,950 | 430 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $98,904 | 430 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,116 | 430 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||