Position in V
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,311,633
+$282,204 QoQ
Shares Held
3,823
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,716
of 4,491 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $6,475,478 across 8 Credit Services names. V ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
6,780 | $3,482,208 | |
| 2 | V |
Visa Inc.
This page
|
3,823 | $1,311,633 | |
| 3 | AXP |
American Express Co
|
3,579 | $1,210,596 | |
| 4 | COF |
Capital One Financial Corp
|
2,001 | $401,440 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
600 | $25,908 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,259 | $22,573 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
110 | $11,918 | |
| 8 | SYF |
Synchrony Financial
|
121 | $9,202 |
All Filings in V
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,633 | 3,823 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,029,429 | 3,406 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,183,646 | 3,375 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,195,512 | 3,502 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,016,153 | 2,862 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $978,484 | 2,792 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $1,106,772 | 3,502 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||