Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$146,842
-$220,379 QoQ
Shares Held
428
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#4,311
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, 2026CrossGen Wealth, LLC holds $171,977 across 3 Credit Services names. V ranks #1 (85.4% of the industry book) .
All Filings in V
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,842 | 428 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $367,221 | 1,215 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $442,946 | 1,263 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||