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True Link Financial Advisors, LLC

SEC CIK
0001846236
Latest filing
Jul 31, 2026

V holding history

Visa Inc. in every 13F filed by True Link Financial Advisors, 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)
1,495
Value
$512.9K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of V by True Link Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,495$512.9K<0.1%+363+32.1%AddedHolders
Q1 20261,132$342.1K<0.1%+322+39.8%AddedHolders
Q4 2025810$284.1K<0.1%+810NewHolders
Q1 20250$00.0%−659−100.0%Sold outHolders
Q4 2024659$208.3K<0.1%+659NewHolders
Q4 20230$00.0%−1,095−100.0%Sold outHolders
Q3 20231,095$251.9K<0.1%+205+23.0%AddedHolders
Q2 2023890$211.4K<0.1%+890NewHolders
Q1 20220$00.0%−737−100.0%Sold outHolders
Q4 2021737$216.0K<0.1%−66−8.2%ReducedHolders
Q3 2021803$235.0K<0.1%00.0%UnchangedHolders
Q2 2021803$245.0K<0.1%+116+16.9%AddedHolders
Q1 2021687$202.0K<0.1%––Holders

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