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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

V holding history

Visa Inc. in every 13F filed by Wealthspan Partners, 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)
694
Value
$238.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of V by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026694$238.0K0.1%+6+0.9%AddedHolders
Q1 2026688$208.1K0.1%−121−15.0%ReducedHolders
Q4 2025809$283.8K0.1%−17−2.1%ReducedHolders
Q3 2025826$282.0K0.1%−26−3.1%ReducedHolders
Q2 2025852$302.5K0.1%−13−1.5%ReducedHolders
Q1 2025865$303.1K0.1%−25−2.8%ReducedHolders
Q4 2024890$281.2K0.1%−13−1.4%ReducedHolders
Q3 2024903$248.2K0.1%−6−0.7%ReducedHolders
Q2 2024909$238.5K0.1%−16−1.7%ReducedHolders
Q1 2024925$258.3K0.2%−4−0.4%ReducedHolders
Q4 2023929$241.9K0.2%−6−0.6%ReducedHolders
Q3 2023935$215.1K0.2%−30−3.1%ReducedHolders
Q2 2023965$229.1K0.2%−152−13.6%ReducedHolders
Q1 20231,117$251.9K0.2%−253−18.5%ReducedHolders
Q4 20221,370$284.6K0.3%−83−5.7%ReducedHolders
Q3 20221,453$258.0K0.3%−11−0.8%ReducedHolders
Q2 20221,464$288.0K0.3%−324−18.1%ReducedHolders
Q1 20221,788$397.0K0.4%−201−10.1%ReducedHolders
Q4 20211,989$431.0K0.4%–No prior filingHolders