Alteri Wealth LLC

Position in V — Visa Inc.

CIK 2054980 WESTLAKE VILLAGE, CA

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,642,028

+$194,299 QoQ

Shares Held

4,786

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#2,517

of 4,501 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $3,659,835 across 5 Credit Services names. V ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,786	$1,642,028
2	AXP	American Express Co	2,148	$726,561
3	SYF	Synchrony Financial	8,224	$625,435
4	MA	Mastercard Inc	812	$417,043
5	COF	Capital One Financial Corp	1,240	$248,768

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,642,028	4,786	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$1,447,729	4,790	+3.9%	Shares	Sole	2026-05-06
2025-12-31	$1,617,474	4,612	-0.4%	Shares	Sole	2026-02-11
2025-09-30	$1,580,589	4,630	-2.3%	Shares	Sole	2025-11-10
2025-06-30	$1,681,871	4,737	-7.2%	Shares	Sole	2025-08-11
2025-03-31	$1,788,747	5,104	+3.9%	Shares	Sole	2025-05-07
2024-12-31	$1,552,388	4,912	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.