Position in V
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$469,690
+$23,282 QoQ
Shares Held
1,369
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#3,569
of 4,498 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $1,211,803 across 9 Credit Services names. V ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,202 | $617,347 | |
| 2 | V |
Visa Inc.
This page
|
1,369 | $469,690 | |
| 3 | UPST |
Upstart Holdings, Inc.
|
3,176 | $112,525 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
151 | $6,520 | |
| 5 | WU |
Western Union CO
|
300 | $2,310 | |
| 6 | AXP |
American Express Co
|
4 | $1,353 | |
| 7 | COF |
Capital One Financial Corp
|
6 | $1,203 | |
| 8 | ALLY |
Ally Financial Inc.
|
12 | $551 |
All Filings in V
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,690 | 1,369 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $446,408 | 1,477 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $522,557 | 1,490 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $475,956 | 1,506 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $378,881 | 1,378 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $306,040 | 1,166 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $317,872 | 1,139 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $308,514 | 1,185 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||