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Livermore
Livermore
ZHEN

Motive Wealth Advisors

SEC CIK
0001877093
Latest filing
Jul 20, 2026

V holding history

Visa Inc. in every 13F filed by Motive Wealth Advisors, 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)
1,868
Value
$640.9K
% of portfolio
0.3%
Quarters held
16
Since Q3 2022
Holdings of V by Motive Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,868$640.9K0.3%+77+4.3%AddedHolders
Q1 20261,791$541.3K0.3%−104−5.5%ReducedHolders
Q4 20251,895$664.6K0.3%−14−0.7%ReducedHolders
Q3 20251,909$651.7K0.3%−7−0.4%ReducedHolders
Q2 20251,916$680.3K0.3%+216+12.7%AddedHolders
Q1 20251,700$595.8K0.3%00.0%UnchangedHolders
Q4 20241,700$537.3K0.3%+160+10.4%AddedHolders
Q3 20241,540$404.2K0.2%00.0%UnchangedHolders
Q2 20241,540$404.2K0.2%−4−0.3%ReducedHolders
Q1 20241,544$430.9K0.3%+660+74.7%AddedHolders
Q4 2023884$230.2K0.3%−318−26.5%ReducedHolders
Q3 20231,202$276.5K0.3%−97−7.5%ReducedHolders
Q2 20231,299$308.5K0.3%−3−0.2%ReducedHolders
Q1 20231,302$293.5K0.3%−14−1.1%ReducedHolders
Q4 20221,316$273.4K0.2%−5−0.4%ReducedHolders
Q3 20221,321$235.0K0.2%+1,321NewHolders