Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,747,121
+$2,739,043 QoQ
Shares Held
8,007
+228.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,098
of 4,491 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, 2026LM Advisors LLC holds $7,187,690 across 5 Credit Services names. V ranks #1 (38.2% of the industry book) .
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,747,121 | 8,007 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,078 | 2,440 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,024 | 2,814 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,796,584 | 8,192 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,911,054 | 8,199 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,610,226 | 7,448 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,338,379 | 7,399 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $2,546,311 | 9,261 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,340,193 | 12,726 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,180,618 | 14,980 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,952,629 | 11,341 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||