Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,199,206
+$291,165 QoQ
Shares Held
6,410
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,283
of 4,501 holders
Holding Since
Sep 2020
22 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, 2026Peak Planning Group, LLC holds $2,594,026 across 2 Credit Services names. V ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
6,410 | $2,199,206 | |
| 2 | COF |
Capital One Financial Corp
|
1,968 | $394,820 |
All Filings in V
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,199,206 | 6,410 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,908,041 | 6,313 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,260,676 | 6,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $531,528 | 1,557 | Shares | Sole | 2026-05-26 | |
| 2025-06-30 | $563,109 | 1,586 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $2,276,938 | 6,497 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $1,982,202 | 6,272 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $1,756,380 | 6,388 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $1,793,982 | 6,835 | Shares | Sole | 2026-05-26 | |
| 2024-03-31 | $1,902,488 | 6,817 | Shares | Sole | 2026-05-26 | |
| 2023-12-31 | $1,863,324 | 7,157 | Shares | Sole | 2026-05-26 | |
| 2023-09-30 | $1,652,391 | 7,184 | Shares | Sole | 2026-05-26 | |
| 2023-06-30 | $1,702,019 | 7,167 | Shares | Sole | 2026-05-26 | |
| 2023-03-31 | $1,673,815 | 7,424 | Shares | Sole | 2026-05-26 | |
| 2022-12-31 | $1,478,004 | 7,114 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $1,280,501 | 7,208 | Shares | Sole | 2026-05-26 | |
| 2022-06-30 | $1,470,571 | 7,469 | Shares | Sole | 2026-05-26 | |
| 2021-12-31 | $1,699,223 | 7,841 | Shares | Sole | 2026-05-26 | |
| 2021-09-30 | $1,764,625 | 7,922 | Shares | Sole | 2026-05-26 | |
| 2021-03-31 | $1,668,220 | 7,879 | Shares | Sole | 2026-06-22 | |
| 2020-12-31 | $1,647,911 | 7,534 | Shares | Sole | 2026-06-03 | |
| 2020-09-30 | $1,493,975 | 7,471 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||