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Pines Wealth Management, LLC

Position in V — Visa Inc.

CIK 2037426 SOUTHERN PINES, NC

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$2,050,992
+$317,948 QoQ
Shares Held
5,978
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#2,348
of 4,501 holders
Holding Since
Dec 2024
7 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

Pines Wealth Management, LLC holds $3,607,269 across 4 Credit Services names. V ranks #1 (56.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
5,978 $2,050,992

All Filings in V

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,050,992 5,978
2026-03-31 $1,733,044 5,734
2025-12-31 $2,075,151 5,917
2025-09-30 $2,168,104 6,351
2025-06-30 $2,451,975 6,906
2025-03-31 $2,357,544 6,727
2024-12-31 $2,104,194 6,658