Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$863,900
+$113,439 QoQ
Shares Held
2,518
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#3,083
of 4,491 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Michels Family Financial, LLC holds $863,900 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
|
2,518 | $863,900 |
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,900 | 2,518 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $750,461 | 2,483 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $857,836 | 2,446 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $794,732 | 2,328 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $860,996 | 2,425 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $867,388 | 2,475 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $765,764 | 2,423 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||