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Livermore
Livermore
ZHEN

Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

V holding history

Visa Inc. in every 13F filed by Waterford 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)
1,306
Value
$448.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of V by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,306$448.1K0.1%+14+1.1%AddedHolders
Q1 20261,292$387.0K0.1%00.0%UnchangedHolders
Q4 20251,292$453.1K0.2%−50−3.7%ReducedHolders
Q3 20251,342$458.1K0.2%−19,566−93.6%ReducedHolders
Q2 202520,908$454.5K0.2%+19,628+1,533.4%AddedHolders
Q1 20251,280$448.6K0.2%00.0%UnchangedHolders
Q4 20241,280$404.5K0.2%−25−1.9%ReducedHolders
Q3 20241,305$358.8K0.2%−25−1.9%ReducedHolders
Q2 20241,330$349.1K0.1%+100+8.1%AddedHolders
Q1 20241,230$343.3K0.1%00.0%UnchangedHolders
Q4 20231,230$320.2K0.2%00.0%UnchangedHolders
Q3 20231,230$282.9K0.2%00.0%UnchangedHolders
Q2 20231,230$292.0K0.1%00.0%UnchangedHolders
Q1 20231,230$277.0K0.1%−115−8.6%ReducedHolders
Q4 20221,345$279.0K0.2%–No prior filingHolders