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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

V holding history

Visa Inc. in every 13F filed by Stonebridge Financial Planning 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)
7,314
Value
$2.51M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of V by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,314$2.51M0.8%−449−5.8%ReducedHolders
Q1 20267,763$2.35M0.9%−235−2.9%ReducedHolders
Q4 20257,998$2.81M1.0%−160−2.0%ReducedHolders
Q3 20258,158$2.78M1.0%−252−3.0%ReducedHolders
Q2 20258,410$2.99M1.2%−468−5.3%ReducedHolders
Q1 20258,878$3.11M1.4%−235−2.6%ReducedHolders
Q4 20249,113$2.88M1.3%−75−0.8%ReducedHolders
Q3 20249,188$2.53M1.2%−80−0.9%ReducedHolders
Q2 20249,268$2.43M1.2%−49−0.5%ReducedHolders
Q1 20249,317$2.60M1.4%−12−0.1%ReducedHolders
Q4 20239,329$2.43M1.4%−175−1.8%ReducedHolders
Q3 20239,504$2.19M1.4%−100−1.0%ReducedHolders
Q2 20239,604$2.28M1.4%−82−0.8%ReducedHolders
Q1 20239,686$2.18M1.4%−132−1.3%ReducedHolders
Q4 20229,818$2.04M1.4%00.0%UnchangedHolders
Q3 20229,818$1.74M1.2%−270−2.7%ReducedHolders
Q2 202210,088$1.99M1.3%−378−3.6%ReducedHolders
Q1 202210,466$2.32M1.3%−187−1.8%ReducedHolders
Q4 202110,653$2.43M1.3%−349−3.2%ReducedHolders
Q3 202111,002$2.29M1.1%−240−2.1%ReducedHolders
Q2 202111,242$2.67M1.4%+383+3.5%AddedHolders
Q1 202110,859$2.40M1.4%––Holders

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