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Unique Wealth Strategies, LLC

Position in V — Visa Inc.

CIK 2009809 BURR RIDGE, IL

Position in V

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,739,230
+$241,821 QoQ
Shares Held
7,984
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#2,104
of 4,501 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

Unique Wealth Strategies, LLC holds $6,386,454 across 5 Credit Services names. V ranks #1 (42.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
7,984 $2,739,230

All Filings in V

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,739,230 7,984
2026-03-31 $2,497,409 8,263
2025-12-31 $3,693,677 10,532
2025-09-30 $3,149,571 9,226
2025-06-30 $3,076,153 8,664
2025-03-31 $3,886,951 11,091
2024-12-31 $3,565,879 11,283
2024-09-30 $3,130,580 11,386
2024-06-30 $2,719,451 10,361
2024-03-31 $2,891,547 10,361
2023-12-31 $3,251,771 12,490