Position in V
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$418,569
+$67,971 QoQ
Shares Held
1,220
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#3,686
of 4,515 holders
Holding Since
Sep 2024
8 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, 2026Optivise Advisory Services LLC holds $784,314 across 3 Credit Services names. V ranks #1 (53.4% of the industry book) .
All Filings in V
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,569 | 1,220 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $350,598 | 1,160 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $417,344 | 1,190 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $398,731 | 1,168 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $410,792 | 1,157 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $506,064 | 1,444 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $410,219 | 1,298 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $325,540 | 1,184 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||