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Livermore
Livermore
ZHEN

Horizon Wealth Management, LLC

SEC CIK
0001815123
Latest filing
Aug 6, 2026

V holding history

Visa Inc. in every 13F filed by Horizon Wealth Management, 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)
986
Value
$338.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of V by Horizon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026986$338.2K<0.1%+5+0.5%AddedHolders
Q1 2026981$296.5K<0.1%+1+0.1%AddedHolders
Q4 2025980$343.8K0.1%+1+0.1%AddedHolders
Q3 2025979$334.4K<0.1%+57+6.2%AddedHolders
Q2 2025922$327.2K0.1%−153−14.2%ReducedHolders
Q1 20251,075$376.8K0.1%+156+17.0%AddedHolders
Q4 2024919$290.3K0.1%+14+1.5%AddedHolders
Q3 2024905$248.9K<0.1%00.0%UnchangedHolders
Q2 2024905$237.4K0.1%−499−35.5%ReducedHolders
Q1 20241,404$391.9K0.1%+243+20.9%AddedHolders
Q4 20231,161$302.2K0.1%+68+6.2%AddedHolders
Q3 20231,093$251.5K0.1%00.0%UnchangedHolders
Q2 20231,093$259.5K0.1%+71+6.9%AddedHolders
Q1 20231,022$230.5K0.2%−101−9.0%ReducedHolders
Q4 20221,123$233.2K0.2%−167−12.9%ReducedHolders
Q3 20221,290$229.0K0.2%−670−34.2%ReducedHolders
Q2 20221,960$386.0K0.2%+381+24.1%AddedHolders
Q1 20221,579$350.0K0.1%+1+0.1%AddedHolders
Q4 20211,578$342.0K0.1%–No prior filingHolders