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Livermore
Livermore
ZHEN

Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

V holding history

Visa Inc. in every 13F filed by Beacon Financial Advisory 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)
9,159
Value
$3.14M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of V by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,159$3.14M0.6%+752+8.9%AddedHolders
Q1 20268,407$2.54M0.6%−22−0.3%ReducedHolders
Q4 20258,429$2.96M0.7%+119+1.4%AddedHolders
Q3 20258,310$2.84M0.7%+45+0.5%AddedHolders
Q2 20258,265$2.93M0.8%−52−0.6%ReducedHolders
Q1 20258,317$2.91M0.9%+345+4.3%AddedHolders
Q4 20247,972$2.52M0.8%−121−1.5%ReducedHolders
Q3 20248,093$2.23M0.8%+483+6.3%AddedHolders
Q2 20247,610$2.00M0.7%+11+0.1%AddedHolders
Q1 20247,599$2.12M1.0%+46+0.6%AddedHolders
Q4 20237,553$1.97M0.9%−16−0.2%ReducedHolders
Q3 20237,569$1.74M1.0%+1,707+29.1%AddedHolders
Q2 20235,862$1.39M0.8%+8+0.1%AddedHolders
Q1 20235,854$1.32M0.8%+433+8.0%AddedHolders
Q4 20225,421$1.13M0.8%−377−6.5%ReducedHolders
Q3 20225,798$1.03M0.7%−398−6.4%ReducedHolders
Q2 20226,196$1.22M0.7%+230+3.9%AddedHolders
Q1 20225,966$1.32M0.6%+65+1.1%AddedHolders
Q4 20215,901$1.28M0.6%+95+1.6%AddedHolders
Q3 20215,806$1.29M0.7%00.0%UnchangedHolders
Q2 20215,806$1.36M0.7%+8+0.1%AddedHolders
Q1 20215,798$1.23M0.7%––Holders

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