Total Wealth Planning & Management, Inc.
Position in V — Visa Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$750,680
+$87,868 QoQ
Shares Held
2,188
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#3,196
of 4,501 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,522,364 across 2 Credit Services names. V ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
|
16,794 | $771,684 | |
| 2 | V |
Visa Inc.
This page
|
2,188 | $750,680 |
All Filings in V
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,680 | 2,188 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $662,812 | 2,193 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $735,789 | 2,098 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $593,643 | 1,672 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $609,800 | 1,740 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $619,122 | 1,959 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||