Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 16,086
Value: $5.52M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of V by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,086	$5.52M	0.2%	−1,198−6.9%	Reduced	Holders
Q1 2026	17,284	$5.22M	0.3%	−99−0.6%	Reduced	Holders
Q4 2025	17,383	$6.10M	0.3%	+2,034+13.3%	Added	Holders
Q3 2025	15,349	$5.24M	0.3%	−660−4.1%	Reduced	Holders
Q2 2025	16,009	$5.68M	0.5%	−57,274−78.2%	Reduced	Holders
Q1 2025	73,283	$25.7M	1.6%	+4,602+6.7%	Added	Holders
Q4 2024	68,681	$21.7M	1.4%	+2,943+4.5%	Added	Holders
Q3 2024	65,738	$18.1M	1.2%	+1,919+3.0%	Added	Holders
Q2 2024	63,819	$16.8M	1.2%	+2,887+4.7%	Added	Holders
Q1 2024	60,932	$17.0M	1.3%	+2,534+4.3%	Added	Holders
Q4 2023	58,398	$15.2M	1.3%	+3,191+5.8%	Added	Holders
Q3 2023	55,207	$12.7M	1.3%	+26,557+92.7%	Added	Holders
Q2 2023	28,650	$6.80M	0.9%	+16,158+129.3%	Added	Holders
Q1 2023	12,492	$2.82M	0.5%	−574−4.4%	Reduced	Holders
Q4 2022	13,066	$2.71M	0.5%	+2,837+27.7%	Added	Holders
Q3 2022	10,229	$1.82M	0.4%	−528−4.9%	Reduced	Holders
Q2 2022	10,757	$2.12M	0.5%	+561+5.5%	Added	Holders
Q1 2022	10,196	$2.26M	0.5%	+1,566+18.1%	Added	Holders
Q4 2021	8,630	$1.87M	0.4%	+1,630+23.3%	Added	Holders
Q3 2021	7,000	$1.56M	0.4%	+68+1.0%	Added	Holders
Q2 2021	6,932	$1.62M	0.4%	+118+1.7%	Added	Holders
Q1 2021	6,814	$1.44M	0.7%	–	–	Holders

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