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Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

V holding history

Visa Inc. in every 13F filed by Delta Financial Advisors 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)
25,220
Value
$8.65M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of V by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,220$8.65M2.1%−307−1.2%ReducedHolders
Q1 202625,527$7.72M2.0%−63−0.2%ReducedHolders
Q4 202525,590$8.97M2.3%−464−1.8%ReducedHolders
Q3 202526,054$8.89M2.5%+242+0.9%AddedHolders
Q2 202525,812$9.16M3.2%−578−2.2%ReducedHolders
Q1 202526,390$9.25M3.5%+32+0.1%AddedHolders
Q4 202426,358$8.33M3.1%−57−0.2%ReducedHolders
Q3 202426,415$7.26M2.6%−363−1.4%ReducedHolders
Q2 202426,778$7.03M2.7%+56+0.2%AddedHolders
Q1 202426,722$7.46M3.0%+548+2.1%AddedHolders
Q4 202326,174$6.81M3.0%−431−1.6%ReducedHolders
Q3 202326,605$6.12M2.8%−22−0.1%ReducedHolders
Q2 202326,627$6.32M2.8%−167−0.6%ReducedHolders
Q1 202326,794$6.04M2.9%−115−0.4%ReducedHolders
Q4 202226,909$5.59M2.7%−51−0.2%ReducedHolders
Q3 202226,960$4.79M2.5%−20.0%ReducedHolders
Q2 202226,962$5.31M2.6%−33−0.1%ReducedHolders
Q1 202226,995$5.99M2.6%−298−1.1%ReducedHolders
Q4 202127,293$5.92M2.4%+38+0.1%AddedHolders
Q3 202127,255$6.07M2.7%−166−0.6%ReducedHolders
Q2 202127,421$6.41M2.8%+23+0.1%AddedHolders
Q1 202127,398$5.80M2.7%––Holders

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