Position in V
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$251,141
-$1,644,508 QoQ
Shares Held
732
-88.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#4,071
of 4,501 holders
Holding Since
Mar 2024
10 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, 202649 WEALTH MANAGEMENT, LLC holds $461,591 across 2 Credit Services names. V ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
732 | $251,141 | |
| 2 | COF |
Capital One Financial Corp
|
1,049 | $210,450 |
All Filings in V
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,141 | 732 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,895,649 | 6,272 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,051,302 | 5,849 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,675,151 | 4,907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,417,004 | 3,991 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,403,592 | 4,005 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,132,055 | 3,582 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $968,098 | 3,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $686,883 | 2,617 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $302,522 | 1,084 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||