Position in V
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$342,403
+$41,675 QoQ
Shares Held
998
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#3,822
of 4,498 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, 2026CURIO WEALTH, LLC holds $342,403 across 1 Credit Services name. V ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
998 | $342,403 |
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,403 | 998 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $300,728 | 995 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $346,150 | 987 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $336,942 | 987 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $350,434 | 987 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $700 | 2 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $311,931 | 987 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||