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Carter Financial, LLC

SEC CIK
0002115533
Latest filing
Aug 13, 2026

V holding history

Visa Inc. in every 13F filed by Carter Financial, 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)
1,739
Value
$596.6K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of V by Carter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,739$596.6K0.4%00.0%UnchangedHolders
Q1 20261,739$525.6K0.5%00.0%UnchangedHolders
Q4 20251,739$609.9K0.5%–No prior filingHolders