KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Position in V — Visa Inc.
CIK 2035883
Dublin, OH
Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$265,894
-$303,223 QoQ
Shares Held
775
-58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#4,024
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, 2026KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT holds $478,722 across 2 Credit Services names. V ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
775 | $265,894 | |
| 2 | UPST |
Upstart Holdings, Inc.
|
6,007 | $212,828 |
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,894 | 775 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $569,117 | 1,883 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $660,386 | 1,883 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $643,501 | 1,885 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,051,658 | 2,962 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $270,905 | 773 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $244,298 | 773 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $213,086 | 775 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $203,151 | 774 | Shares | Sole | 2024-10-03 | |
| 2024-03-31 | $215,728 | 773 | Shares | Sole | 2024-10-03 | |
| 2023-12-31 | $200,990 | 772 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||