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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

V holding history

Visa Inc. in every 13F filed by Retirement 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 Q1 2024 holdings

Shares (Q1 2024)
90
Value
$25.2K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of V by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202490$25.2K<0.1%00.0%UnchangedHolders
Q4 202390$23.5K<0.1%00.0%UnchangedHolders
Q3 202390$20.7K<0.1%−31−25.6%ReducedHolders
Q2 2023121$28.7K<0.1%−12−9.0%ReducedHolders
Q1 2023133$30.0K<0.1%+31+30.4%AddedHolders
Q4 2022102$21.0K<0.1%+83+436.8%AddedHolders
Q3 202219$3.00K<0.1%−82−81.2%ReducedHolders
Q2 2022101$20.0K<0.1%00.0%UnchangedHolders
Q1 2022101$22.0K<0.1%+7+7.4%AddedHolders
Q4 202194$20.0K<0.1%−6−6.0%ReducedHolders
Q3 2021100$22.0K<0.1%+12+13.6%AddedHolders
Q2 202188$20.0K<0.1%−308−77.8%ReducedHolders
Q1 2021396$84.0K<0.1%––Holders

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