PDS Planning, Inc

Position in V — Visa Inc.

CIK 838618 DUBLIN, OH

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,293,085

+$581,881 QoQ

Shares Held

12,513

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,780

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $9,868,301 across 6 Credit Services names. V ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	12,513	$4,293,085
2	MA	Mastercard Inc	6,236	$3,202,809
3	AXP	American Express Co	3,251	$1,099,650
4	COF	Capital One Financial Corp	3,886	$779,609
5	SYF	Synchrony Financial	3,325	$252,866
6	OMF	OneMain Holdings, Inc.	3,941	$240,282

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,293,085	12,513	+1.9%	Shares	Sole	2026-08-05
2026-03-31	$3,711,204	12,279	+0.9%	Shares	Sole	2026-04-22
2025-12-31	$4,268,140	12,170	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$4,095,194	11,996	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$4,272,316	12,033	+18.7%	Shares	Sole	2025-07-24
2025-03-31	$3,552,262	10,136	+7.2%	Shares	Sole	2025-04-24
2024-12-31	$2,988,474	9,456	+3.0%	Shares	Sole	2025-02-10
2024-09-30	$2,524,590	9,182	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$2,396,876	9,132	+4.9%	Shares	Sole	2024-08-08
2024-03-31	$2,429,670	8,706	+3.2%	Shares	Sole	2024-05-01
2023-12-31	$2,196,312	8,436	+7.3%	Shares	Sole	2024-02-01
2023-09-30	$1,809,028	7,865	+1.8%	Shares	Sole	2023-10-23
2023-06-30	$1,834,533	7,725	+11.2%	Shares	Sole	2023-07-21
2023-03-31	$1,566,045	6,946	+41.2%	Shares	Sole	2023-05-02
2022-12-31	$1,022,386	4,921	+5.1%	Shares	Sole	2023-01-27
2022-09-30	$831,402	4,680	-7.3%	Shares	Sole	2022-11-02
2022-06-30	$994,491	5,051	+10.5%	Shares	Sole	2022-07-15
2022-03-31	$1,013,488	4,570	+7.6%	Shares	Sole	2022-04-18
2021-12-31	$920,584	4,248	+20.5%	Shares	Sole	2022-01-25
2021-09-30	$785,416	3,526	+2.4%	Shares	Sole	2021-10-22
2021-06-30	$805,276	3,444	+15.6%	Shares	Sole	2021-07-26
2021-03-31	$630,955	2,980	+12.2%	Shares	Sole	2021-04-20
2020-12-31	$581,165	2,657	+8.3%	Shares	Sole	2021-01-21
2020-09-30	$490,526	2,453	-6.2%	Shares	Sole	2020-10-19
2020-06-30	$505,139	2,615	+33.8%	Shares	Sole	2020-08-11
2020-03-31	$314,828	1,954	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.