Skip to main content

49 Wealth Management, LLC

SEC CIK
0002022291
Latest filing
Aug 18, 2026

V holding history

Visa Inc. in every 13F filed by 49 Wealth Management, 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)
732
Value
$251.1K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of V by 49 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026732$251.1K<0.1%−5,540−88.3%ReducedHolders
Q1 20266,272$1.90M0.1%+423+7.2%AddedHolders
Q4 20255,849$2.05M0.2%+942+19.2%AddedHolders
Q3 20254,907$1.68M0.2%+916+23.0%AddedHolders
Q2 20253,991$1.42M0.2%−14−0.3%ReducedHolders
Q1 20254,005$1.40M0.2%+423+11.8%AddedHolders
Q4 20243,582$1.13M0.2%+61+1.7%AddedHolders
Q3 20243,521$968.2K0.2%+904+34.5%AddedHolders
Q2 20242,617$688.9K0.1%+1,533+141.4%AddedHolders
Q1 20241,084$301.6K0.1%+1,084NewHolders