Position in V
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$83,370
+$14,158 QoQ
Shares Held
243
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4,355
of 4,501 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, 2026Lummis Asset Management, LP holds $86,828 across 3 Credit Services names. V ranks #1 (96.0% 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 | $83,370 | 243 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $69,212 | 229 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $80,312 | 229 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $77,493 | 227 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $80,596 | 227 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $79,554 | 227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $71,741 | 227 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $62,413 | 227 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $59,580 | 227 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $63,351 | 227 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $59,099 | 227 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||