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Green Ridge Wealth Planning LLC

Position in V — Visa Inc.

CIK 2117069 MONTVILLE, NJ

Position in V

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$267,267
+$31,823 QoQ
Shares Held
779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#4,020
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, 2026

Green Ridge Wealth Planning LLC holds $1,335,299 across 4 Credit Services names. V ranks #4 (20.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 V
Visa Inc.
This page
779 $267,267

All Filings in V

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $267,267 779
2026-03-31 $235,444 779
2025-12-31 $274,605 783