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Legacy Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 2111463 NORTH MIAMI BEACH, FL

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,087,252
+$259,719 QoQ
Shares Held
3,169
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,897
of 4,501 holders
Holding Since
Dec 2025
3 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, 2026

Legacy Wealth Advisors, LLC holds $2,462,649 across 5 Credit Services names. V ranks #1 (44.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
3,169 $1,087,252

All Filings in V

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,087,252 3,169
2026-03-31 $827,533 2,738
2025-12-31 $742,453 2,117