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DFPG Investments, LLC

SEC CIK
0001504665
Latest filing
Jan 10, 2024

V holding history

Visa Inc. in every 13F filed by DFPG Investments, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q4 2023 holdings

Shares (Q4 2023)
31,972
Value
$8.25M
% of portfolio
0.6%
Quarters held
12
Since Q1 2021
Holdings of V by DFPG Investments, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202331,972$8.25M0.6%+5,291+19.8%AddedHolders
Q3 202326,681$6.45M0.6%+542+2.1%AddedHolders
Q2 202326,139$6.31M0.6%+1,373+5.5%AddedHolders
Q1 202324,766$5.58M0.6%+6,045+32.3%AddedHolders
Q4 202218,721$4.16M0.7%+11,490+158.9%AddedHolders
Q3 20227,231$1.38M0.6%+1,199+19.9%AddedHolders
Q2 20226,032$1.25M0.5%−65−1.1%ReducedHolders
Q1 20226,097$1.30M0.5%+4,207+222.6%AddedHolders
Q4 20211,890$405.0K0.2%−294−13.5%ReducedHolders
Q3 20212,184$492.0K0.2%+440+25.2%AddedHolders
Q2 20211,744$423.0K0.2%+159+10.0%AddedHolders
Q1 20211,585$347.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.