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Livermore
Livermore
ZHEN

Curtis Advisory Group, LLC

SEC CIK
0001664656
Latest filing
Jul 29, 2026

V holding history

Visa Inc. in every 13F filed by Curtis Advisory Group, 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)
6,130
Value
$2.10M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of V by Curtis Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,130$2.10M0.4%00.0%UnchangedHolders
Q1 20266,130$1.85M0.4%+840+15.9%AddedHolders
Q4 20255,290$1.86M0.4%+2,840+115.9%AddedHolders
Q3 20252,450$836.4K0.2%00.0%UnchangedHolders
Q2 20252,450$869.9K0.2%00.0%UnchangedHolders
Q1 20252,450$858.6K0.3%00.0%UnchangedHolders
Q4 20242,450$774.3K0.2%00.0%UnchangedHolders
Q3 20242,450$673.6K0.2%−100−3.9%ReducedHolders
Q2 20242,550$669.3K0.2%00.0%UnchangedHolders
Q1 20242,550$711.7K0.3%00.0%UnchangedHolders
Q4 20232,550$663.9K0.3%00.0%UnchangedHolders
Q3 20232,550$586.5K0.2%−30−1.2%ReducedHolders
Q2 20232,580$612.7K0.2%00.0%UnchangedHolders
Q1 20232,580$581.7K0.2%−320−11.0%ReducedHolders
Q4 20222,900$602.5K0.2%−155−5.1%ReducedHolders
Q3 20223,055$543.0K0.2%−90−2.9%ReducedHolders
Q2 20223,145$619.0K0.2%+10.0%AddedHolders
Q1 20223,144$697.0K0.2%+4+0.1%AddedHolders
Q4 20213,140$680.0K0.2%−125−3.8%ReducedHolders
Q3 20213,265$727.0K0.3%−272−7.7%ReducedHolders
Q2 20213,537$827.0K0.4%−160−4.3%ReducedHolders
Q1 20213,697$783.0K0.3%––Holders

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