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Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

V holding history

Visa Inc. in every 13F filed by Towerpoint Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2023
Holdings of V by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−751−100.0%Sold outHolders
Q1 2026751$227.0K0.1%−43−5.4%ReducedHolders
Q4 2025794$278.6K0.1%−50−5.9%ReducedHolders
Q3 2025844$288.2K0.1%−932−52.5%ReducedHolders
Q2 20251,776$630.6K0.3%+961+117.9%AddedHolders
Q1 2025815$285.6K0.1%−104−11.3%ReducedHolders
Q4 2024919$290.4K0.1%−84−8.4%ReducedHolders
Q3 20241,003$275.8K0.1%−16−1.6%ReducedHolders
Q2 20241,019$267.5K0.1%−116−10.2%ReducedHolders
Q1 20241,135$316.8K0.2%+304+36.6%AddedHolders
Q4 2023831$216.4K0.1%+831NewHolders
Q3 20230$00.0%−1,024−100.0%Sold outHolders
Q2 20231,024$243.2K0.1%+50+5.1%AddedHolders
Q1 2023974$219.6K0.1%+974NewHolders