Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,251,935
+$485,153 QoQ
Shares Held
3,649
+43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,760
of 4,491 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,489,164 across 11 Credit Services names. V ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
58,539 | $2,527,714 | |
| 2 | V |
Visa Inc.
This page
|
3,649 | $1,251,935 | |
| 3 | COF |
Capital One Financial Corp
|
1,275 | $255,790 | |
| 4 | MA |
Mastercard Inc
|
419 | $215,198 | |
| 5 | AXP |
American Express Co
|
531 | $179,610 | |
| 6 | ALLY |
Ally Financial Inc.
|
432 | $19,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,000 | $17,930 | |
| 8 | OPFI |
OppFi Inc.
|
1,230 | $12,213 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,935 | 3,649 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $766,782 | 2,537 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $753,675 | 2,149 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $853,450 | 2,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $582,637 | 1,641 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $602,791 | 1,720 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $498,079 | 1,576 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,480 | 1,893 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $549,349 | 2,093 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $606,161 | 2,172 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $588,911 | 2,262 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $471,520 | 2,050 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $486,596 | 2,049 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $450,920 | 2,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $429,439 | 2,067 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $315,861 | 1,778 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $329,200 | 1,672 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $408,056 | 1,840 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $387,260 | 1,787 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $477,130 | 2,142 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $495,230 | 2,118 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $439,551 | 2,076 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $493,017 | 2,254 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $448,332 | 2,242 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $420,917 | 2,179 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $76,209 | 473 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||