Position in V
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$12,714,027
+$9,210,436 QoQ
Shares Held
42,066
+321.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $14,556,488 across 3 Credit Services names. V ranks #1 (87.3% of the industry book) .
All Filings in V
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,714,027 | 42,066 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,503,591 | 9,990 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,754,102 | 43,219 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,134,006 | 42,625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,883,335 | 42,468 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,342,576 | 42,218 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||