Position in V
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$45,974
-$9,638 QoQ
Shares Held
134
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4,400
of 4,500 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, 2026Financial Life Planners holds $168,156 across 4 Credit Services names. V ranks #2 (27.3% of the industry book) .
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,974 | 134 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $55,612 | 184 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $507,477 | 1,447 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $538,697 | 1,578 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $506,656 | 1,427 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $100,932 | 288 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $94,179 | 298 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||