Skip to main content

WS Portfolio Advisory, LLC

SEC CIK
0001962450
Latest filing
Aug 3, 2026

V holding history

Visa Inc. in every 13F filed by WS Portfolio Advisory, 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)
500
Value
$171.5K
% of portfolio
4.2%
Quarters held
9
Since Q4 2022
Holdings of V by WS Portfolio Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026500$171.5K4.2%+200+66.7%AddedHolders
Q1 2026300$90.7K2.8%+300NewHolders
Q1 20250$00.0%−1,300−100.0%Sold outHolders
Q4 20241,300$410.9K1.7%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 202449,970$13.9M2.5%−19,767−28.3%ReducedHolders
Q4 202369,737$18.2M3.4%−6,155−8.1%ReducedHolders
Q3 202375,892$17.5M4.0%−26,486−25.9%ReducedHolders
Q2 2023102,378$24.3M5.6%+25,193+32.6%AddedHolders
Q1 202377,185$17.4M4.4%−7,815−9.2%ReducedHolders
Q4 202285,000$17.7M5.0%–No prior filingHolders