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Livermore
Livermore
ZHEN

Dakota Wealth Management

SEC CIK
0001631353
Latest filing
Aug 7, 2026

V holding history

Visa Inc. in every 13F filed by Dakota Wealth Management, 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)
161,024
Value
$55.2M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of V by Dakota Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026161,024$55.2M1.1%+31,342+24.2%AddedHolders
Q1 2026129,682$39.2M0.8%−4,238−3.2%ReducedHolders
Q4 2025133,920$47.0M0.8%−3,625−2.6%ReducedHolders
Q3 2025137,545$47.0M0.9%−8,871−6.1%ReducedHolders
Q2 2025146,416$52.0M1.1%+25,965+21.6%AddedHolders
Q1 2025120,451$42.2M1.0%+1,757+1.5%AddedHolders
Q4 2024118,694$37.5M0.9%+4,100+3.6%AddedHolders
Q3 2024114,594$31.5M0.7%−33,657−22.7%ReducedHolders
Q2 2024148,251$38.9M0.9%+4,329+3.0%AddedHolders
Q1 2024143,922$40.2M1.0%+17,301+13.7%AddedHolders
Q4 2023126,621$33.0M1.3%+1,233+1.0%AddedHolders
Q3 2023125,388$28.8M1.3%+2,727+2.2%AddedHolders
Q2 2023122,661$29.1M1.4%+28,221+29.9%AddedHolders
Q1 202394,440$21.3M1.4%+2,529+2.8%AddedHolders
Q4 202291,911$19.1M1.4%+10,910+13.5%AddedHolders
Q3 202281,001$14.4M1.2%−5,280−6.1%ReducedHolders
Q2 202286,281$17.0M1.6%−14,221−14.1%ReducedHolders
Q1 2022100,502$22.3M1.8%+13,801+15.9%AddedHolders
Q4 202186,701$18.8M2.0%+2,371+2.8%AddedHolders
Q3 202184,330$18.8M2.2%+6,690+8.6%AddedHolders
Q2 202177,640$18.2M2.2%+2,159+2.9%AddedHolders
Q1 202175,481$16.0M2.1%––Holders

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