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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

V holding history

Visa Inc. in every 13F filed by Wagner Wealth Management, 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)
1,376
Value
$472.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,376$472.1K0.1%+36+2.7%AddedHolders
Q1 20261,340$405.0K0.1%00.0%UnchangedHolders
Q4 20251,340$470.0K0.1%+411+44.2%AddedHolders
Q3 2025929$317.1K0.1%−35−3.6%ReducedHolders
Q2 2025964$342.3K0.1%00.0%UnchangedHolders
Q1 2025964$337.8K0.1%−378−28.2%ReducedHolders
Q4 20241,342$424.1K0.1%+121+9.9%AddedHolders
Q3 20241,221$335.7K0.1%−115−8.6%ReducedHolders
Q2 20241,336$350.7K0.1%+246+22.6%AddedHolders
Q1 20241,090$304.2K0.1%00.0%UnchangedHolders
Q4 20231,090$283.8K0.1%00.0%UnchangedHolders
Q3 20231,090$250.7K0.1%00.0%UnchangedHolders
Q2 20231,090$258.9K0.1%00.0%UnchangedHolders
Q1 20231,090$245.8K0.1%00.0%UnchangedHolders
Q4 20221,090$226.5K0.1%+160+17.2%AddedHolders
Q3 2022930$165.0K0.1%−312−25.1%ReducedHolders
Q2 20221,242$245.0K0.2%−1,216−49.5%ReducedHolders
Q1 20222,458$546.0K0.4%+1,108+82.1%AddedHolders
Q4 20211,350$293.0K0.2%−26−1.9%ReducedHolders
Q3 20211,376$291.0K0.2%00.0%UnchangedHolders
Q2 20211,376$322.0K0.2%−9−0.6%ReducedHolders
Q1 20211,385$293.0K0.2%––Holders

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