CALTON & ASSOCIATES, INC.

Position in V — Visa Inc.

CIK 822648 Tampa, FL

Position in V

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$854,294

-$68,444 QoQ

Shares Held

2,490

-18.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,092

of 4,498 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $2,844,214 across 5 Credit Services names. V ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,490	$854,294
2	COF	Capital One Financial Corp	4,021	$806,693
3	AXP	American Express Co	1,726	$583,819
4	SOFI	SoFi Technologies, Inc.	19,280	$345,690
5	MA	Mastercard Inc	494	$253,718

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$854,294	2,490	-18.4%	Shares	Sole	2026-08-10
2026-03-31	$922,738	3,053	-6.0%	Shares	Sole	2026-05-13
2025-12-31	$1,139,456	3,249	+9.5%	Shares	Sole	2026-02-10
2025-09-30	$1,012,874	2,967	-9.5%	Shares	Sole	2025-11-07
2025-06-30	$1,164,564	3,280	-6.4%	Shares	Sole	2025-08-12
2025-03-31	$1,228,362	3,505	+20.0%	Shares	Sole	2025-05-15
2024-09-30	$802,854	2,920	+204.5%	Shares	Sole	2024-10-21
2023-12-31	$249,675	959	-76.0%	Shares	Sole	2024-02-07
2023-09-30	$920,730	4,003	+299.1%	Shares	Sole	2023-11-01
2023-06-30	$238,192	1,003	-44.4%	Shares	Sole	2023-07-24
2022-12-31	$374,799	1,804	-34.3%	Shares	Sole	2023-01-18
2022-09-30	$487,826	2,746	-0.9%	Shares	Sole	2022-10-31
2022-06-30	$545,385	2,770	-30.9%	Shares	Sole	2022-07-12
2022-03-31	$889,075	4,009	-13.6%	Shares	Sole	2022-04-26
2021-12-31	$1,005,100	4,638	-23.3%	Shares	Sole	2022-01-13
2021-09-30	$1,346,969	6,047	-9.2%	Shares	Sole	2021-11-05
2021-06-30	$1,557,241	6,660	-0.5%	Shares	Sole	2021-08-11
2021-03-31	$1,417,532	6,695	-11.0%	Shares	Sole	2021-05-03
2020-12-31	$1,644,849	7,520	+11.3%	Shares	Sole	2021-01-25
2020-09-30	$1,350,797	6,755	-1.6%	Shares	Sole	2020-10-30
2020-06-30	$1,326,112	6,865	+2.8%	Shares	Sole	2020-08-10
2020-03-31	$1,075,798	6,677	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.