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Flatrock Wealth Partners LLC

Position in V — Visa Inc.

CIK 2130067 NEWPORT BEACH, CA

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$813,809
+$218,094 QoQ
Shares Held
2,372
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#3,135
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

Flatrock Wealth Partners LLC holds $1,429,966 across 3 Credit Services names. V ranks #1 (56.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
2,372 $813,809

All Filings in V

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $813,809 2,372
2026-03-31 $595,715 1,971
2025-12-31 $661,789 1,887