IMG Wealth Management, Inc.

Position in V — Visa Inc.

CIK 2032103 JACKSONVILLE, FL

Position in V

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$212,372

+$50,372 QoQ

Shares Held

619

+15.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#4,204

of 4,498 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IMG Wealth Management, Inc. holds $420,455 across 7 Credit Services names. V ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	619	$212,372
2	AXP	American Express Co	507	$171,492
3	MA	Mastercard Inc	46	$23,625
4	COF	Capital One Financial Corp	63	$12,639
5	SYF	Synchrony Financial	2	$152
6	SOFI	SoFi Technologies, Inc.	5	$89
7	PYPL	PayPal Holdings, Inc.	2	$86

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,372	619	+15.5%	Shares	Sole	2026-08-07
2026-03-31	$162,000	536	-31.7%	Shares	Sole	2026-05-15
2025-12-31	$275,307	785	+18.4%	Shares	Sole	2026-02-05
2025-09-30	$226,334	663	+4.6%	Shares	Sole	2025-11-05
2025-06-30	$225,101	634	+34.6%	Shares	Sole	2025-07-30
2025-03-31	$165,066	471	0.0%	Shares	Sole	2025-04-23
2024-12-31	$148,854	471	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.