Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,301,942
+$1,927,140 QoQ
Shares Held
38,771
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#1,079
of 4,501 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Mar 31, 2025CallValue
$763
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026NWF Advisory Services Inc. holds $27,689,249 across 4 Credit Services names. V ranks #1 (48.0% of the industry book) .
All Filings in V
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,301,942 | 38,771 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,374,802 | 37,635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,844,753 | 36,625 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $12,404,383 | 36,336 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,849,259 | 36,190 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $11,898,817 | 33,952 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $763 | 100 | Call | Sole | 2025-08-12 | |
| 2024-12-31 | $11,643,229 | 36,841 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $9,122,016 | 33,177 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $8,785,920 | 33,474 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $9,353,087 | 33,514 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $8,681,891 | 33,347 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $7,633,801 | 33,189 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $7,854,888 | 33,076 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $7,457,314 | 33,076 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||