Integrated Wealth Management

SEC CIK: 0002113155
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Integrated Wealth Management, 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): 672
Value: $230.4K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of V by Integrated Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	672	$230.4K	0.2%	−3−0.4%	Reduced	Holders
Q1 2026	675	$203.9K	0.2%	+2+0.3%	Added	Holders
Q4 2025	673	$235.9K	0.3%	–	No prior filing	Holders