Position in V
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,185,140
+$308,230 QoQ
Shares Held
6,369
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,294
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, 2026AVISO WEALTH MANAGEMENT holds $6,346,096 across 4 Credit Services names. V ranks #2 (34.4% 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 | $2,185,140 | 6,369 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,876,910 | 6,210 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,084,970 | 5,945 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,020,628 | 5,919 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,101,185 | 5,918 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,063,508 | 5,888 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,820,706 | 5,761 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,409,393 | 5,126 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,344,108 | 5,121 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,402,935 | 5,027 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,246,035 | 4,786 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||