Teamwork Financial Advisors, LLC

SEC CIK: 0001629931
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Teamwork Financial Advisors, LLC, 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): 23,900
Value: $8.20M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of V by Teamwork Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,900	$8.20M	0.8%	+768+3.3%	Added	Holders
Q1 2026	23,132	$6.99M	0.8%	+15,512+203.6%	Added	Holders
Q4 2025	7,620	$2.67M	0.3%	+663+9.5%	Added	Holders
Q3 2025	6,957	$2.38M	0.3%	+270+4.0%	Added	Holders
Q2 2025	6,687	$2.38M	0.3%	−424−6.0%	Reduced	Holders
Q1 2025	7,111	$2.49M	0.3%	−1,145−13.9%	Reduced	Holders
Q4 2024	8,256	$2.61M	0.3%	−6−0.1%	Reduced	Holders
Q3 2024	8,262	$2.27M	0.3%	−3,649−30.6%	Reduced	Holders
Q2 2024	11,911	$3.13M	0.5%	−34,265−74.2%	Reduced	Holders
Q1 2024	46,176	$12.9M	2.0%	+7,696+20.0%	Added	Holders
Q4 2023	38,480	$10.0M	1.7%	+18,809+95.6%	Added	Holders
Q3 2023	19,671	$4.52M	0.7%	−208−1.0%	Reduced	Holders
Q2 2023	19,879	$4.72M	0.8%	−786−3.8%	Reduced	Holders
Q1 2023	20,665	$4.66M	0.9%	−2,044−9.0%	Reduced	Holders
Q4 2022	22,709	$4.72M	1.0%	−2,999−11.7%	Reduced	Holders
Q3 2022	25,708	$4.57M	1.0%	+1,282+5.2%	Added	Holders
Q2 2022	24,426	$4.81M	1.1%	−10,725−30.5%	Reduced	Holders
Q1 2022	35,151	$7.79M	1.5%	−25,330−41.9%	Reduced	Holders
Q4 2021	60,481	$13.1M	2.4%	−19,900−24.8%	Reduced	Holders
Q3 2021	80,381	$17.9M	3.5%	+393+0.5%	Added	Holders
Q2 2021	79,988	$18.7M	3.8%	−7,349−8.4%	Reduced	Holders
Q1 2021	87,337	$18.5M	4.3%	–	–	Holders

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