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Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

V holding history

Visa Inc. in every 13F filed by Prevail Innovative 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)
12,251
Value
$4.20M
% of portfolio
0.6%
Quarters held
12
Since Q3 2023
Holdings of V by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,251$4.20M0.6%+10,637+659.0%AddedHolders
Q1 20261,614$487.8K0.1%−67−4.0%ReducedHolders
Q4 20251,681$589.5K0.1%+20+1.2%AddedHolders
Q3 20251,661$567.0K0.1%+50+3.1%AddedHolders
Q2 20251,611$572.0K0.1%+600+59.3%AddedHolders
Q1 20251,011$354.3K0.1%−14−1.4%ReducedHolders
Q4 20241,025$323.9K0.1%−20−1.9%ReducedHolders
Q3 20241,045$287.3K0.1%+275+35.7%AddedHolders
Q2 2024770$202.1K0.1%−8−1.0%ReducedHolders
Q1 2024778$217.1K0.1%−7,171−90.2%ReducedHolders
Q4 20237,949$2.07M1.0%+445+5.9%AddedHolders
Q3 20237,504$1.73M0.9%+7,504NewHolders