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Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

V holding history

Visa Inc. in every 13F filed by Three Bridge 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)
3,349
Value
$1.15M
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of V by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,349$1.15M0.3%−45−1.3%ReducedHolders
Q1 20263,394$1.03M0.3%+591+21.1%AddedHolders
Q4 20252,803$983.0K0.3%+3+0.1%AddedHolders
Q3 20252,800$955.9K0.2%−1,793−39.0%ReducedHolders
Q2 20254,593$1.63M0.4%+899+24.3%AddedHolders
Q1 20253,694$1.29M0.5%−24−0.6%ReducedHolders
Q4 20243,718$1.18M0.4%+159+4.5%AddedHolders
Q3 20243,559$978.5K0.4%−84−2.3%ReducedHolders
Q2 20243,643$956.2K0.4%−576−13.7%ReducedHolders
Q1 20244,219$1.18M0.5%−433−9.3%ReducedHolders
Q4 20234,652$1.21M0.4%−175−3.6%ReducedHolders
Q3 20234,827$1.11M0.5%+58+1.2%AddedHolders
Q2 20234,769$1.13M0.5%−290−5.7%ReducedHolders
Q1 20235,059$1.14M0.5%+1,536+43.6%AddedHolders
Q4 20223,523$734.1K0.4%−1,558−30.7%ReducedHolders
Q3 20225,081$903.0K0.5%−94−1.8%ReducedHolders
Q2 20225,175$1.02M0.5%−143−2.7%ReducedHolders
Q1 20225,318$1.18M0.3%–No prior filingHolders