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Livermore
Livermore
ZHEN

C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

V holding history

Visa Inc. in every 13F filed by C2C 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)
1,402
Value
$481.0K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of V by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,402$481.0K0.4%00.0%UnchangedHolders
Q1 20261,402$423.7K0.4%00.0%UnchangedHolders
Q4 20251,402$491.7K0.4%+120+9.4%AddedHolders
Q3 20251,282$437.6K0.4%+82+6.8%AddedHolders
Q2 20251,200$426.1K0.4%00.0%UnchangedHolders
Q1 20251,200$420.6K0.4%00.0%UnchangedHolders
Q4 20241,200$379.2K0.4%00.0%UnchangedHolders
Q3 20241,200$347.8K0.3%00.0%UnchangedHolders
Q2 20241,200$315.0K0.3%00.0%UnchangedHolders
Q1 20241,200$334.9K0.3%00.0%UnchangedHolders
Q4 20231,200$312.5K0.3%−138−10.3%ReducedHolders
Q3 20231,338$308.3K<0.1%00.0%UnchangedHolders
Q2 20231,338$327.4K<0.1%−50−3.6%ReducedHolders
Q1 20231,388$316.2K0.1%−12−0.9%ReducedHolders
Q4 20221,400$309.1K0.1%−527−27.3%ReducedHolders
Q3 20221,927$358.0K0.1%−50−2.5%ReducedHolders
Q2 20221,977$422.0K0.1%−250−11.2%ReducedHolders
Q1 20222,227$488.0K0.1%+494+28.5%AddedHolders
Q4 20211,733$376.0K0.1%–No prior filingHolders