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ESG Planning

SEC CIK
0001931465
Latest filing
Jul 22, 2026

V holding history

Visa Inc. in every 13F filed by ESG Planning, 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)
8,499
Value
$2.92M
% of portfolio
1.0%
Quarters held
14
Since Q1 2022
Holdings of V by ESG Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,499$2.92M1.0%+931+12.3%AddedHolders
Q1 20267,568$2.29M1.0%+849+12.6%AddedHolders
Q4 20256,719$2.36M1.0%+788+13.3%AddedHolders
Q3 20255,931$2.02M1.0%+986+19.9%AddedHolders
Q2 20254,945$1.76M1.0%−151−3.0%ReducedHolders
Q1 20255,096$1.79M1.2%+635+14.2%AddedHolders
Q4 20244,461$1.41M1.0%−591−11.7%ReducedHolders
Q3 20245,052$1.39M0.9%+1,642+48.2%AddedHolders
Q2 20243,410$895.0K0.9%+2,008+143.2%AddedHolders
Q1 20241,402$391.2K0.5%+1,402NewHolders
Q1 20230$00.0%−2,295−100.0%Sold outHolders
Q4 20222,295$476.8K0.6%−4,109−64.2%ReducedHolders
Q3 20226,404$1.14M1.2%+985+18.2%AddedHolders
Q2 20225,419$1.07M1.1%+522+10.7%AddedHolders
Q1 20224,897$1.09M1.0%–No prior filingHolders