Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,670,612
+$317,373 QoQ
Shares Held
7,784
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#2,124
of 4,501 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $7,380,557 across 4 Credit Services names. V ranks #2 (36.2% of the industry book) .
All Filings in V
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,670,612 | 7,784 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,353,239 | 7,786 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||