Position in V
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$332,797
-$25,357 QoQ
Shares Held
970
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,839
of 4,491 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $641,281 across 2 Credit Services names. V ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
970 | $332,797 | |
| 2 | AXP |
American Express Co
|
912 | $308,484 |
All Filings in V
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,797 | 970 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $358,154 | 1,185 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||