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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

V holding history

Visa Inc. in every 13F filed by Sound View Wealth Advisors 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 Q2 2026 holdings

Shares (Q2 2026)
20,879
Value
$7.16M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of V by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,879$7.16M0.4%+89+0.4%AddedHolders
Q1 202620,790$6.28M0.4%−810−3.8%ReducedHolders
Q4 202521,600$7.58M0.5%+189+0.9%AddedHolders
Q3 202521,411$7.31M0.5%+512+2.4%AddedHolders
Q2 202520,899$7.42M0.5%−280−1.3%ReducedHolders
Q1 202521,179$7.42M0.6%+140+0.7%AddedHolders
Q4 202421,039$6.65M0.5%−2,425−10.3%ReducedHolders
Q3 202423,464$6.45M0.5%+2,798+13.5%AddedHolders
Q2 202420,666$5.42M0.6%+690+3.5%AddedHolders
Q1 202419,976$5.57M0.6%−3,166−13.7%ReducedHolders
Q4 202323,142$6.03M0.7%+305+1.3%AddedHolders
Q3 202322,837$5.25M0.7%+2,834+14.2%AddedHolders
Q2 202320,003$4.75M0.6%+59+0.3%AddedHolders
Q1 202319,944$4.50M0.6%−3,198−13.8%ReducedHolders
Q4 202223,142$6.03M0.7%+14,427+165.5%AddedHolders
Q3 20228,715$1.55M0.3%−312−3.5%ReducedHolders
Q2 20229,027$1.78M0.4%+1,054+13.2%AddedHolders
Q1 20227,973$1.77M0.3%+194+2.5%AddedHolders
Q4 20217,779$1.69M0.3%+165+2.2%AddedHolders
Q3 20217,614$1.70M0.4%+166+2.2%AddedHolders
Q2 20217,448$1.74M0.4%−1,686−18.5%ReducedHolders
Q1 20219,134$1.93M0.5%––Holders

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