Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$913,648
+$700,267 QoQ
Shares Held
2,663
+277.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,038
of 4,501 holders
Holding Since
Dec 2024
7 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $2,021,362 across 4 Credit Services names. V ranks #1 (45.2% of the industry book) .
All Filings in V
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,648 | 2,663 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $213,381 | 706 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $980,585 | 2,796 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $322,945 | 946 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,724 | 1,292 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $460,153 | 1,313 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $214,907 | 680 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||