Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- Latest filing
- Aug 10, 2026
V holding history
Visa Inc. in every 13F filed by Bell & Brown Wealth Advisors, 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)
- 970
- Value
- $332.7K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 970 | $332.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 970 | $293.1K | 0.1% | +1+0.1% | Added | Holders |
| Q4 2025 | 969 | $340.0K | 0.1% | +20+2.1% | Added | Holders |
| Q3 2025 | 949 | $324.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 949 | $337.0K | 0.1% | +42+4.6% | Added | Holders |
| Q1 2025 | 907 | $317.9K | 0.1% | +53+6.2% | Added | Holders |
| Q4 2024 | 854 | $269.9K | 0.1% | −60−6.6% | Reduced | Holders |
| Q3 2024 | 914 | $251.3K | 0.1% | −150−14.1% | Reduced | Holders |
| Q2 2024 | 1,064 | $279.3K | 0.1% | +250+30.7% | Added | Holders |
| Q1 2024 | 814 | $227.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 814 | $211.9K | 0.1% | – | No prior filing | Holders |