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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

V holding history

Visa Inc. in every 13F filed by Dougherty Wealth Advisers 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)
1,872
Value
$642.3K
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of V by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,872$642.3K0.4%00.0%UnchangedHolders
Q1 20261,872$565.8K0.4%−56−2.9%ReducedHolders
Q4 20251,928$676.2K0.4%00.0%UnchangedHolders
Q3 20251,928$658.2K0.4%00.0%UnchangedHolders
Q2 20251,928$684.5K0.5%00.0%UnchangedHolders
Q1 20251,928$675.7K0.5%00.0%UnchangedHolders
Q4 20241,928$609.3K0.5%00.0%UnchangedHolders
Q3 20241,928$530.1K0.4%00.0%UnchangedHolders
Q2 20241,928$506.0K0.4%+56+3.0%AddedHolders
Q1 20241,872$522.4K0.5%−544−22.5%ReducedHolders
Q4 20232,416$629.0K0.6%00.0%UnchangedHolders
Q3 20232,416$555.7K0.6%00.0%UnchangedHolders
Q2 20232,416$573.8K0.8%00.0%UnchangedHolders
Q1 20232,416$544.7K0.8%00.0%UnchangedHolders
Q4 20222,416$501.9K0.8%00.0%UnchangedHolders
Q3 20222,416$429.0K0.8%00.0%UnchangedHolders
Q2 20222,416$476.0K0.9%00.0%UnchangedHolders
Q1 20222,416$536.0K0.8%00.0%UnchangedHolders
Q4 20212,416$524.0K0.7%00.0%UnchangedHolders
Q3 20212,416$538.0K0.8%00.0%UnchangedHolders
Q2 20212,416$565.0K0.8%00.0%UnchangedHolders
Q1 20212,416$512.0K0.8%––Holders

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