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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

V holding history

Visa Inc. in every 13F filed by Jeppson 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)
2,179
Value
$747.6K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of V by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,179$747.6K0.2%−98−4.3%ReducedHolders
Q1 20262,277$688.2K0.2%+463+25.5%AddedHolders
Q4 20251,814$636.2K0.2%+4+0.2%AddedHolders
Q3 20251,810$617.9K0.2%−6−0.3%ReducedHolders
Q2 20251,816$644.8K0.2%−2−0.1%ReducedHolders
Q1 20251,818$637.1K0.2%−29−1.6%ReducedHolders
Q4 20241,847$583.7K0.2%−5−0.3%ReducedHolders
Q3 20241,852$509.2K0.2%−2−0.1%ReducedHolders
Q2 20241,854$486.6K0.2%00.0%UnchangedHolders
Q1 20241,854$517.4K0.2%−7−0.4%ReducedHolders
Q4 20231,861$484.5K0.2%−18−1.0%ReducedHolders
Q3 20231,879$432.2K0.2%+50+2.7%AddedHolders
Q2 20231,829$434.4K0.2%−5−0.3%ReducedHolders
Q1 20231,834$413.5K0.2%−48−2.6%ReducedHolders
Q4 20221,882$391.0K0.2%−97−4.9%ReducedHolders
Q3 20221,979$352.0K0.2%+77+4.0%AddedHolders
Q2 20221,902$374.0K0.2%+151+8.6%AddedHolders
Q1 20221,751$388.0K0.2%+291+19.9%AddedHolders
Q4 20211,460$316.0K0.2%+555+61.3%AddedHolders
Q3 2021905$201.0K0.1%00.0%UnchangedHolders
Q2 2021905$211.0K0.1%+905NewHolders