Alvarez & Marsal Private Wealth Partners, LLC
Position in V — Visa Inc.
CIK 2109121
WEST PALM BEACH, FL
Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,978,518
+$3,479,929 QoQ
Shares Held
87,378
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
7.39%
of 13F equity value
Holder Rank
#719
of 4,501 holders
Holding Since
Dec 2025
3 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, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $31,505,982 across 3 Credit Services names. V ranks #1 (95.2% of the industry book) .
All Filings in V
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,978,518 | 87,378 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,498,589 | 87,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,187,237 | 88,926 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||