Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,063,450
+$359,611 QoQ
Shares Held
8,929
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,011
of 4,491 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $6,160,469 across 4 Credit Services names. V ranks #1 (49.7% of the industry book) .
All Filings in V
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,063,450 | 8,929 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,703,839 | 8,946 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,045,565 | 8,684 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,469,884 | 7,235 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||