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Gratus Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 2022161 VIRGINIA BEACH, VA

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$908,159
+$89,391 QoQ
Shares Held
2,647
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#3,046
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, 2026

Gratus Wealth Advisors, LLC holds $4,693,348 across 4 Credit Services names. V ranks #4 (19.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 V
Visa Inc.
This page
2,647 $908,159

All Filings in V

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $908,159 2,647
2026-03-31 $818,768 2,709
2025-12-31 $938,850 2,677
2025-09-30 $1,021,750 2,993
2025-06-30 $1,129,414 3,181
2025-03-31 $1,134,439 3,237
2024-12-31 $1,055,573 3,340
2024-09-30 $918,333 3,340
2024-06-30 $1,016,808 3,874
2024-03-31 $1,068,318 3,828
2023-12-31 $1,027,341 3,946