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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

V holding history

Visa Inc. in every 13F filed by BCS Wealth Management, 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)
1,965
Value
$674.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of V by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,965$674.2K0.1%+271+16.0%AddedHolders
Q1 20261,694$512.0K0.1%−1,954−53.6%ReducedHolders
Q4 20253,648$1.28M0.1%+1,912+110.1%AddedHolders
Q3 20251,736$592.6K0.1%−1,075−38.2%ReducedHolders
Q2 20252,811$998.0K0.2%+1,115+65.7%AddedHolders
Q1 20251,696$594.0K0.2%−564−25.0%ReducedHolders
Q4 20242,260$714.0K0.2%−4−0.2%ReducedHolders
Q3 20242,264$623.0K0.3%+670+42.0%AddedHolders
Q2 20241,594$418.0K0.2%+14+0.9%AddedHolders
Q1 20241,580$441.0K0.1%−5−0.3%ReducedHolders
Q4 20231,585$413.0K0.2%00.0%UnchangedHolders
Q3 20231,585$365.0K0.2%+300+23.3%AddedHolders
Q2 20231,285$305.0K0.2%+1,285NewHolders
Q1 20230$00.0%−1,300−100.0%Sold outHolders
Q4 20221,300$270.0K0.1%00.0%UnchangedHolders
Q3 20221,300$231.0K0.1%−549−29.7%ReducedHolders
Q2 20221,849$364.0K0.2%+578+45.5%AddedHolders
Q1 20221,271$282.0K0.1%−796−38.5%ReducedHolders
Q4 20212,067$448.0K0.2%+796+62.6%AddedHolders
Q3 20211,271$283.0K0.1%+1,271NewHolders
Q2 20210$00.0%−1,301−100.0%Sold outHolders
Q1 20211,301$275.0K0.1%––Holders

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