Position in V
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$277,902
+$33,088 QoQ
Shares Held
810
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#3,987
of 4,498 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Lakeshore Financial Planning, Inc. holds $1,684,098 across 2 Credit Services names. V ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
78,427 | $1,406,196 | |
| 2 | V |
Visa Inc.
This page
|
810 | $277,902 |
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,902 | 810 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $244,814 | 810 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $324,056 | 924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $287,441 | 842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $298,952 | 842 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $295,087 | 842 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $281,591 | 891 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $244,980 | 891 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $209,713 | 799 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $222,984 | 799 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $208,019 | 799 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||