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CGC Financial Services, LLC

Position in V — Visa Inc.

CIK 1992785 LAKE OSWEGO, OR

Position in V

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$159,536
+$18,995 QoQ
Shares Held
465
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#4,289
of 4,491 holders
Holding Since
Dec 2023
11 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, 2026

CGC Financial Services, LLC holds $371,505 across 4 Credit Services names. V ranks #2 (42.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
465 $159,536

All Filings in V

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $159,536 465
2026-03-31 $140,541 465
2025-12-31 $133,620 381
2025-09-30 $34,138 100
2025-06-30 $35,505 100
2025-03-31 $47,662 136
2024-12-31 $42,665 135
2024-09-30 $37,118 135
2024-06-30 $35,433 135
2024-03-31 $37,675 135
2023-12-31 $18,224 70