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Able Wealth Management LLC

Position in V — Visa Inc.

CIK 2011908 Toms River, NJ

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$335,198
+$84,533 QoQ
Shares Held
977
+38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#3,840
of 4,498 holders
Holding Since
Dec 2023
3 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, 2026

Able Wealth Management LLC holds $3,042,755 across 3 Credit Services names. V ranks #2 (11.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
977 $335,198

All Filings in V

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $335,198 977
2025-06-30 $250,665 706
2023-12-31 $132,518 509