Position in V
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,086,673
+$230,013 QoQ
Shares Held
6,082
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,330
of 4,501 holders
Holding Since
Dec 2025
3 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, 2026WESTCO ADVISORY SERVICES INC /ADV holds $2,086,673 across 1 Credit Services name. V ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
6,082 | $2,086,673 |
All Filings in V
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,086,673 | 6,082 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,856,660 | 6,143 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,434,979 | 6,943 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||