Position in V
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$902,669
-$15,139 QoQ
Shares Held
2,631
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#3,064
of 4,516 holders
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 Jun 30, 2026GK Wealth Management LLC holds $1,433,692 across 2 Credit Services names. V ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
2,631 | $902,669 | |
| 2 | SEZL |
Sezzle Inc.
|
3,094 | $531,023 |
All Filings in V
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,669 | 2,631 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $917,808 | 2,617 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $923,774 | 2,706 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,175,570 | 3,311 | Shares | Defined | 2025-07-08 | |
| 2025-03-31 | $1,020,539 | 2,912 | Shares | Defined | 2025-07-08 | |
| 2024-12-31 | $1,073,587 | 3,397 | Shares | Defined | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||