Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$419,942
+$50,303 QoQ
Shares Held
1,224
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#3,667
of 4,501 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $487,367 across 4 Credit Services names. V ranks #1 (86.2% of the industry book) .
All Filings in V
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,942 | 1,224 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $369,639 | 1,223 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $413,837 | 1,180 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $315,093 | 923 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||