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Clarus Wealth Advisors

SEC CIK
0001730149
Latest filing
Jul 9, 2026

V holding history

Visa Inc. in every 13F filed by Clarus Wealth Advisors, 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)
2,103
Value
$730.9K
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of V by Clarus Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,103$730.9K0.3%+216+11.4%AddedHolders
Q1 20261,887$570.9K0.2%+1,887NewHolders
Q4 20250$00.0%−576−100.0%Sold outHolders
Q3 2025576$201.5K0.1%00.0%UnchangedHolders
Q2 2025576$204.2K0.1%+576NewHolders
Q2 20240$00.0%−1,329−100.0%Sold outHolders
Q1 20241,329$364.8K0.2%−22−1.6%ReducedHolders
Q4 20231,351$362.3K0.2%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20231,609$380.4K0.2%+14+0.9%AddedHolders
Q1 20231,595$360.5K0.2%+1,595NewHolders
Q4 20210$00.0%−1,255−100.0%Sold outHolders
Q3 20211,255$281.0K0.2%+1,255NewHolders
Q2 20210$00.0%−2,599−100.0%Sold outHolders
Q1 20212,599$578.0K0.4%––Holders

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