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Livermore
Livermore
ZHEN

Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

V holding history

Visa Inc. in every 13F filed by Blodgett Wealth 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)
1,835
Value
$629.6K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of V by Blodgett Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,835$629.6K0.4%00.0%UnchangedHolders
Q1 20261,835$554.6K0.4%00.0%UnchangedHolders
Q4 20251,835$643.6K0.4%00.0%UnchangedHolders
Q3 20251,835$626.4K0.5%00.0%UnchangedHolders
Q2 20251,835$651.5K0.5%−200−9.8%ReducedHolders
Q1 20252,035$713.2K0.6%−725−26.3%ReducedHolders
Q4 20242,760$872.3K0.7%−405−12.8%ReducedHolders
Q3 20243,165$870.2K0.7%−100−3.1%ReducedHolders
Q2 20243,265$857.0K0.7%−525−13.9%ReducedHolders
Q1 20243,790$1.06M1.0%+30+0.8%AddedHolders
Q4 20233,760$978.9K1.0%00.0%UnchangedHolders
Q3 20233,760$864.8K1.0%00.0%UnchangedHolders
Q2 20233,760$892.9K0.9%+550+17.1%AddedHolders
Q1 20233,210$723.7K0.8%00.0%UnchangedHolders
Q4 20223,210$666.9K0.8%00.0%UnchangedHolders
Q3 20223,210$570.0K0.7%+125+4.1%AddedHolders
Q2 20223,085$607.0K0.7%−535−14.8%ReducedHolders
Q1 20223,620$803.0K0.7%−475−11.6%ReducedHolders
Q4 20214,095$887.0K0.7%–No prior filingHolders