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Stonebridge Wealth Management, LLC

SEC CIK
0002082460
Latest filing
Jul 16, 2026

V holding history

Visa Inc. in every 13F filed by Stonebridge 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)
595
Value
$204.1K
% of portfolio
0.2%
Quarters held
3
Since Q3 2025
Holdings of V by Stonebridge Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026595$204.1K0.2%+595NewHolders
Q1 20260$00.0%−595−100.0%Sold outHolders
Q4 2025595$208.7K0.2%00.0%UnchangedHolders
Q3 2025595$203.1K0.2%+595NewHolders