Position in V
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,227,576
+$281,263 QoQ
Shares Held
3,578
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,781
of 4,501 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,520,500 across 4 Credit Services names. V ranks #1 (48.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,576 | 3,578 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $946,313 | 3,131 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,183,996 | 3,376 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,117,336 | 3,273 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,071,895 | 3,019 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $811,665 | 2,316 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||