Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$232,271
-$204,012 QoQ
Shares Held
677
-47.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4,135
of 4,499 holders
Holding Since
Mar 2024
5 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, 2026SMART Wealth LLC holds $531,622 across 2 Credit Services names. V ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
885 | $299,351 | |
| 2 | V |
Visa Inc.
This page
|
677 | $232,271 |
All Filings in V
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,271 | 677 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $436,283 | 1,278 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $448,783 | 1,264 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $236,485 | 901 | Shares | Sole | 2024-12-16 | |
| 2024-03-31 | $208,472 | 747 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||