FLAGSHIP WEALTH ADVISORS, LLC

Position in V — Visa Inc.

CIK 2036117 WAKEFIELD, MA

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$583,253

+$267,614 QoQ

Shares Held

1,700

+88.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#3,404

of 4,501 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP WEALTH ADVISORS, LLC holds $2,193,138 across 6 Credit Services names. V ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,991	$1,022,577
2	V	Visa Inc. This page	1,700	$583,253
3	AXP	American Express Co	975	$329,793
4	COF	Capital One Financial Corp	1,183	$237,333
5	SYF	Synchrony Financial	237	$18,023
6	PYPL	PayPal Holdings, Inc.	50	$2,159

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,253	1,700	+88.9%	Shares	Sole	2026-07-27
2025-12-31	$315,639	900	0.0%	Shares	Sole	2026-02-11
2025-09-30	$307,242	900	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.