Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$291,283
+$34,984 QoQ
Shares Held
849
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,954
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, 2026Asset Planning,Inc holds $1,643,709 across 3 Credit Services names. V ranks #2 (17.7% of the industry book) .
All Filings in V
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,283 | 849 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $256,299 | 848 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $297,051 | 847 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $294,952 | 864 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $306,408 | 863 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $302,446 | 863 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $272,426 | 862 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||