Balance Wealth, LLC

SEC CIK: 0002065247
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

V holding history

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

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 583
Value: $200.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2025

Holdings of V by Balance Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	583	$200.0K	0.1%	+583	New	Holders
Q3 2025	0	$0	0.0%	−625−100.0%	Sold out	Holders
Q2 2025	625	$221.7K	0.1%	+44+7.6%	Added	Holders
Q1 2025	581	$203.6K	0.1%	–	No prior filing	Holders