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Caliber Wealth Management, LLC / KS

Position in V — Visa Inc.

CIK 2067120 Overland Park, KS

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$2,559,108
+$424,992 QoQ
Shares Held
7,459
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#2,149
of 4,501 holders
Holding Since
Mar 2025
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 Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $3,593,760 across 4 Credit Services names. V ranks #1 (71.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
7,459 $2,559,108

All Filings in V

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,559,108 7,459
2026-03-31 $2,134,116 7,061
2025-12-31 $2,202,108 6,279
2025-09-30 $2,080,369 6,094
2025-06-30 $2,272,320 6,400
2025-03-31 $2,449,014 6,988