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Livermore
Livermore
ZHEN

Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

V holding history

Visa Inc. in every 13F filed by Client 1st Advisory 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)
2,637
Value
$904.9K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of V by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,637$904.9K0.2%+257+10.8%AddedHolders
Q1 20262,380$719.5K0.2%+16+0.7%AddedHolders
Q4 20252,364$829.2K0.3%+258+12.3%AddedHolders
Q3 20252,106$718.9K0.2%+52+2.5%AddedHolders
Q2 20252,054$729.3K0.3%+53+2.6%AddedHolders
Q1 20252,001$701.3K0.3%00.0%UnchangedHolders
Q4 20242,001$632.5K0.2%−42−2.1%ReducedHolders
Q3 20242,043$561.7K0.2%−127−5.9%ReducedHolders
Q2 20242,170$569.6K0.2%+152+7.5%AddedHolders
Q1 20242,018$563.2K0.3%+219+12.2%AddedHolders
Q4 20231,799$468.4K0.2%+212+13.4%AddedHolders
Q3 20231,587$365.0K0.2%−101−6.0%ReducedHolders
Q2 20231,688$400.9K0.2%−474−21.9%ReducedHolders
Q1 20232,162$487.4K0.3%00.0%UnchangedHolders
Q4 20222,162$449.2K0.3%00.0%UnchangedHolders
Q3 20222,162$384.0K0.2%+255+13.4%AddedHolders
Q2 20221,907$375.0K0.2%+47+2.5%AddedHolders
Q1 20221,860$412.0K0.2%+582+45.5%AddedHolders
Q4 20211,278$277.0K0.1%+78+6.5%AddedHolders
Q3 20211,200$267.0K0.1%+77+6.9%AddedHolders
Q2 20211,123$263.0K0.1%+154+15.9%AddedHolders
Q1 2021969$205.0K0.1%––Holders

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