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Ehrlich Financial Group

SEC CIK
0002010632
Latest filing
Jul 9, 2026

V holding history

Visa Inc. in every 13F filed by Ehrlich Financial Group, 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)
846
Value
$290.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of V by Ehrlich Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026846$290.2K0.1%−59−6.5%ReducedHolders
Q1 2026905$273.5K0.2%+17+1.9%AddedHolders
Q4 2025888$311.4K0.2%00.0%UnchangedHolders
Q3 2025888$303.1K0.2%−19−2.1%ReducedHolders
Q2 2025907$322.0K0.2%+18+2.0%AddedHolders
Q1 2025889$311.5K0.2%−63−6.6%ReducedHolders
Q4 2024952$300.8K0.2%−21−2.2%ReducedHolders
Q3 2024973$267.4K0.2%−5−0.5%ReducedHolders
Q2 2024978$256.6K0.2%+6+0.6%AddedHolders
Q1 2024972$271.4K0.2%−35−3.5%ReducedHolders
Q4 20231,007$262.2K0.3%–No prior filingHolders