Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$975,404
+$279,044 QoQ
Shares Held
2,843
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,978
of 4,501 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,173,982 across 4 Credit Services names. V ranks #1 (44.9% of the industry book) .
All Filings in V
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,404 | 2,843 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $696,360 | 2,304 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $686,339 | 1,957 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $85,003 | 249 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $616,011 | 1,735 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||