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Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

XYZ holding history

Block, Inc. in every 13F filed by Viawealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
5,180
Value
$393.7K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of XYZ by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,180$393.7K0.2%−120−2.3%ReducedHolders
Q1 20265,300$319.0K0.2%+443+9.1%AddedHolders
Q4 20254,857$316.1K0.2%−160−3.2%ReducedHolders
Q3 20255,017$362.6K0.2%−1,575−23.9%ReducedHolders
Q2 20256,592$447.8K0.3%+475+7.8%AddedHolders
Q1 20256,117$332.3K0.2%+900+17.3%AddedHolders
Q4 20245,217$443.4K0.3%−525−9.1%ReducedHolders
Q3 20245,742$385.5K0.2%+75+1.3%AddedHolders
Q2 20245,667$365.5K0.2%−275−4.6%ReducedHolders
Q1 20245,942$502.6K0.3%−250−4.0%ReducedHolders
Q4 20236,192$479.0K0.3%00.0%UnchangedHolders
Q3 20236,192$274.1K0.2%−1,375−18.2%ReducedHolders
Q2 20237,567$503.7K0.4%−1,841−19.6%ReducedHolders
Q1 20239,408$645.9K0.5%−750−7.4%ReducedHolders
Q4 202210,158$701.5K0.6%–No prior filingHolders