Dougherty & Associates, LLC

SEC CIK: 0002109295
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Dougherty & Associates, 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): 4,504
Value: $1.55M
% of portfolio: 1.2%
Quarters held: 3; Since Q4 2025

Holdings of V by Dougherty & Associates, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,504	$1.55M	1.2%	−89−1.9%	Reduced	Holders
Q1 2026	4,593	$1.39M	1.3%	+171+3.9%	Added	Holders
Q4 2025	4,422	$1.55M	1.4%	–	No prior filing	Holders