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Livermore
Livermore
ZHEN

Edge Wealth Management LLC

SEC CIK
0001567163
Latest filing
Jul 9, 2026

V holding history

Visa Inc. in every 13F filed by Edge Wealth Management 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 Q2 2026 holdings

Shares (Q2 2026)
745
Value
$255.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of V by Edge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026745$255.6K<0.1%00.0%UnchangedHolders
Q1 2026745$225.2K<0.1%00.0%UnchangedHolders
Q4 2025745$261.3K<0.1%00.0%UnchangedHolders
Q3 2025745$254.3K<0.1%00.0%UnchangedHolders
Q2 2025745$264.5K0.1%00.0%UnchangedHolders
Q1 2025745$261.1K0.1%00.0%UnchangedHolders
Q4 2024745$235.4K<0.1%00.0%UnchangedHolders
Q3 2024745$204.8K<0.1%+745NewHolders
Q2 20240$00.0%−745−100.0%Sold outHolders
Q1 2024745$207.9K<0.1%−235−24.0%ReducedHolders
Q4 2023980$255.1K0.1%00.0%UnchangedHolders
Q3 2023980$225.4K0.1%00.0%UnchangedHolders
Q2 2023980$232.7K0.1%00.0%UnchangedHolders
Q1 2023980$221.0K0.1%00.0%UnchangedHolders
Q4 2022980$202.2K<0.1%+980NewHolders
Q1 20220$00.0%−263−100.0%Sold outHolders
Q4 2021263$57.0K<0.1%−44−14.3%ReducedHolders
Q3 2021307$68.0K<0.1%+35+12.9%AddedHolders
Q2 2021272$64.0K<0.1%00.0%UnchangedHolders
Q1 2021272$58.0K<0.1%––Holders

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