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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

V holding history

Visa Inc. in every 13F filed by Liberty 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)
3,595
Value
$1.09M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of V by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,595$1.09M0.1%00.0%UnchangedHolders
Q1 20263,595$1.09M0.1%+111+3.2%AddedHolders
Q4 20253,484$1.22M0.2%−255−6.8%ReducedHolders
Q3 20253,739$1.28M0.2%+163+4.6%AddedHolders
Q2 20253,576$1.27M0.2%−7,196−66.8%ReducedHolders
Q1 202510,772$3.78M0.7%−285−2.6%ReducedHolders
Q4 202411,057$3.49M0.6%−7,392−40.1%ReducedHolders
Q3 202418,449$5.07M0.9%−6,981−27.5%ReducedHolders
Q2 202425,430$5.23M1.0%+6,342+33.2%AddedHolders
Q1 202419,088$5.33M1.0%+19,088NewHolders
Q4 20230$00.0%−3,219−100.0%Sold outHolders
Q3 20233,219$740.0K0.2%−227−6.6%ReducedHolders
Q2 20233,446$818.4K0.2%−170−4.7%ReducedHolders
Q1 20233,616$814.6K0.2%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20223,670$652.0K0.2%+388+11.8%AddedHolders
Q2 20223,282$646.0K0.3%+200+6.5%AddedHolders
Q1 20223,082$686.0K0.2%––Holders
Q4 2021–$662.0K0.3%––Holders
Q3 20213,608$801.0K0.3%+569+18.7%AddedHolders
Q2 20213,039$711.0K0.3%−43−1.4%ReducedHolders
Q1 20213,082$611.0K0.3%––Holders

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