Lipe & Dalton

SEC CIK: 0001570396
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

V holding history

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

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 6,463
Value: $2.22M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of V by Lipe & Dalton, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,463	$2.22M	1.0%	−249−3.7%	Reduced	Holders
Q1 2026	6,712	$2.03M	1.1%	−99−1.5%	Reduced	Holders
Q4 2025	6,811	$2.39M	1.2%	−392−5.4%	Reduced	Holders
Q3 2025	7,203	$2.46M	1.2%	−225−3.0%	Reduced	Holders
Q2 2025	7,428	$2.64M	1.4%	−50−0.7%	Reduced	Holders
Q1 2025	7,478	$2.62M	1.5%	−575−7.1%	Reduced	Holders
Q4 2024	8,053	$2.54M	1.3%	−784−8.9%	Reduced	Holders
Q3 2024	8,837	$2.43M	1.2%	−25−0.3%	Reduced	Holders
Q2 2024	8,862	$2.33M	1.3%	−141−1.6%	Reduced	Holders
Q1 2024	9,003	$2.51M	1.3%	−25−0.3%	Reduced	Holders
Q4 2023	9,028	$2.35M	1.3%	−100−1.1%	Reduced	Holders
Q3 2023	9,128	$2.10M	1.3%	−75−0.8%	Reduced	Holders
Q2 2023	9,203	$2.19M	1.2%	−150−1.6%	Reduced	Holders
Q1 2023	9,353	$2.11M	1.2%	−149−1.6%	Reduced	Holders
Q4 2022	9,502	$1.97M	1.1%	−70−0.7%	Reduced	Holders
Q3 2022	9,572	$1.70M	1.1%	00.0%	Unchanged	Holders
Q2 2022	9,572	$1.89M	1.1%	00.0%	Unchanged	Holders
Q1 2022	9,572	$2.12M	1.0%	−68−0.7%	Reduced	Holders
Q4 2021	9,640	$2.09M	1.0%	−217−2.2%	Reduced	Holders
Q3 2021	9,857	$2.20M	1.1%	−200−2.0%	Reduced	Holders
Q2 2021	10,057	$2.35M	1.2%	−49−0.5%	Reduced	Holders
Q1 2021	10,106	$2.14M	1.2%	–	–	Holders

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