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Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

V holding history

Visa Inc. in every 13F filed by Arbor Trust Wealth 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)
9,852
Value
$3.38M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of V by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,852$3.38M1.4%+345+3.6%AddedHolders
Q1 20269,507$2.87M1.3%−467−4.7%ReducedHolders
Q4 20259,974$3.50M1.5%−61−0.6%ReducedHolders
Q3 202510,035$3.43M1.5%+22+0.2%AddedHolders
Q2 202510,013$3.56M1.7%−625−5.9%ReducedHolders
Q1 202510,638$3.73M1.7%−50−0.5%ReducedHolders
Q4 202410,688$3.38M1.6%+288+2.8%AddedHolders
Q3 202410,400$2.73M1.4%00.0%UnchangedHolders
Q2 202410,400$2.73M1.4%+50+0.5%AddedHolders
Q1 202410,350$2.84M1.6%−54−0.5%ReducedHolders
Q4 202310,404$2.71M1.6%+135+1.3%AddedHolders
Q3 202310,269$2.36M1.6%+140+1.4%AddedHolders
Q2 202310,129$2.41M1.5%+274+2.8%AddedHolders
Q1 20239,855$2.22M1.5%−15−0.2%ReducedHolders
Q4 20229,870$2.05M1.4%+70+0.7%AddedHolders
Q3 20229,800$1.74M1.3%−420−4.1%ReducedHolders
Q2 202210,220$2.01M1.4%+435+4.4%AddedHolders
Q1 20229,785$2.17M1.3%−860−8.1%ReducedHolders
Q4 202110,645$2.31M1.3%+235+2.3%AddedHolders
Q3 202110,410$2.32M1.4%+35+0.3%AddedHolders
Q2 202110,375$2.43M1.5%−145−1.4%ReducedHolders
Q1 202110,520$2.23M1.5%––Holders

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