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Livermore
Livermore
ZHEN

Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

V holding history

Visa Inc. in every 13F filed by Crown Wealth 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)
4,057
Value
$1.39M
% of portfolio
0.4%
Quarters held
18
Since Q1 2022
Holdings of V by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,057$1.39M0.4%+20+0.5%AddedHolders
Q1 20264,037$1.22M0.4%+569+16.4%AddedHolders
Q4 20253,468$1.22M0.3%−75−2.1%ReducedHolders
Q3 20253,543$1.21M0.4%+111+3.2%AddedHolders
Q2 20253,432$1.22M0.5%−77−2.2%ReducedHolders
Q1 20253,509$1.23M0.6%+70+2.0%AddedHolders
Q4 20243,439$1.09M0.4%+47+1.4%AddedHolders
Q3 20243,392$932.6K0.4%−11−0.3%ReducedHolders
Q2 20243,403$893.3K0.4%−39−1.1%ReducedHolders
Q1 20243,442$960.6K0.5%+564+19.6%AddedHolders
Q4 20232,878$749.4K0.5%+183+6.8%AddedHolders
Q3 20232,695$619.9K0.5%+337+14.3%AddedHolders
Q2 20232,358$560.0K0.4%−153−6.1%ReducedHolders
Q1 20232,511$566.1K0.5%−120−4.6%ReducedHolders
Q4 20222,631$546.6K0.5%−115−4.2%ReducedHolders
Q3 20222,746$488.0K0.5%+480+21.2%AddedHolders
Q2 20222,266$446.0K0.4%+58+2.6%AddedHolders
Q1 20222,208$490.0K0.3%+2,208NewHolders