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Cove Private Wealth, LLC

Position in V — Visa Inc.

CIK 2015131 Oyster Bay Cove, NY

Position in V

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$4,933,291
+$751,197 QoQ
Shares Held
14,379
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,695
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, 2026

Cove Private Wealth, LLC holds $15,806,019 across 3 Credit Services names. V ranks #2 (31.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
14,379 $4,933,291

All Filings in V

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,933,291 14,379
2026-03-31 $4,182,094 13,837
2025-12-31 $4,042,634 11,527
2025-09-30 $3,902,656 11,432
2025-06-30 $4,058,931 11,432
2025-03-31 $3,894,311 11,112
2024-12-31 $3,492,242 11,050
2024-09-30 $3,038,197 11,050
2024-06-30 $2,900,293 11,050
2024-03-31 $3,083,834 11,050
2023-12-31 $2,876,867 11,050