Goldstone Financial Group, LLC

Position in V — Visa Inc.

CIK 2040021 OAKBROOK TERRACE, IL

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$605,896

+$92,995 QoQ

Shares Held

1,766

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#3,373

of 4,501 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $3,376,100 across 4 Credit Services names. V ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	4,432	$2,276,275
2	V	Visa Inc. This page	1,766	$605,896
3	AXP	American Express Co	793	$268,232
4	COF	Capital One Financial Corp	1,125	$225,697

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,896	1,766	+4.1%	Shares	Sole	2026-08-11
2026-03-31	$512,901	1,697	-4.3%	Shares	Sole	2026-04-24
2025-12-31	$621,808	1,773	-12.2%	Shares	Sole	2026-02-13
2025-09-30	$689,587	2,020	+3.8%	Shares	Sole	2025-10-17
2025-06-30	$690,927	1,946	+33.4%	Shares	Sole	2025-07-08
2025-03-31	$511,321	1,459	+7.7%	Shares	Sole	2025-04-16
2024-12-31	$428,234	1,355	+10.6%	Shares	Sole	2025-01-15
2024-09-30	$336,813	1,225	-1.8%	Shares	Sole	2024-10-28
2024-06-30	$327,300	1,247	+32.0%	Shares	Sole	2025-01-15
2024-03-31	$263,730	945	-0.4%	Shares	Sole	2025-01-15
2023-12-31	$247,072	949	-31.7%	Shares	Sole	2025-01-15
2023-09-30	$319,483	1,389	-5.2%	Shares	Sole	2025-01-15
2023-06-30	$347,908	1,465	+3.7%	Shares	Sole	2025-01-15
2023-03-31	$318,574	1,413	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.