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Livermore
Livermore
ZHEN

Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

V holding history

Visa Inc. in every 13F filed by Howard 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)
3,231
Value
$1.11M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of V by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,231$1.11M0.4%−126−3.8%ReducedHolders
Q1 20263,357$1.01M0.4%−9−0.3%ReducedHolders
Q4 20253,366$1.18M0.5%−2,665−44.2%ReducedHolders
Q3 20256,031$2.06M0.9%−31−0.5%ReducedHolders
Q2 20256,062$2.15M1.1%+50+0.8%AddedHolders
Q1 20256,012$2.11M1.2%+60+1.0%AddedHolders
Q4 20245,952$1.88M1.0%+2,608+78.0%AddedHolders
Q3 20243,344$919.4K0.5%−19−0.6%ReducedHolders
Q2 20243,363$882.7K0.7%−59−1.7%ReducedHolders
Q1 20243,422$955.0K0.8%+43+1.3%AddedHolders
Q4 20233,379$879.7K0.7%−5−0.1%ReducedHolders
Q3 20233,384$778.3K0.7%+10.0%AddedHolders
Q2 20233,383$803.4K0.7%−630−15.7%ReducedHolders
Q1 20234,013$904.8K0.8%−6−0.1%ReducedHolders
Q4 20224,019$835.0K0.7%+38+1.0%AddedHolders
Q3 20223,981$707.0K0.5%+25+0.6%AddedHolders
Q2 20223,956$778.0K0.8%−24−0.6%ReducedHolders
Q1 20223,980$882.0K0.5%−8−0.2%ReducedHolders
Q4 20213,988$864.0K0.5%+10.0%AddedHolders
Q3 20213,987$888.0K0.5%+3+0.1%AddedHolders
Q2 20213,984$931.0K0.5%−250−5.9%ReducedHolders
Q1 20214,234$896.0K0.5%––Holders

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