Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,445,888
+$729,468 QoQ
Shares Held
7,129
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,196
of 4,498 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $5,636,403 across 5 Credit Services names. V ranks #1 (43.4% of the industry book) .
All Filings in V
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,445,888 | 7,129 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,716,420 | 5,679 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,677,445 | 4,783 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,461,447 | 4,281 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,444,698 | 4,069 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $810,613 | 2,313 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $669,688 | 2,119 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $315,226 | 1,201 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $277,963 | 996 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||