SEC 13F Intelligence

Tower View Wealth Management LLC / V

Tower View Wealth Management LLC’s Visa Inc Position

Does Tower View Wealth Management LLC own Visa Inc (V)? Yes — 18.6K shares worth $6M (+2.89% of its 13F portfolio) as of Q1 2026, down from 19.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
18.6K
% of Portfolio
+2.89%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $3,995Q4 ’22Q1 ’23: $4,308Q2 ’23: $4,350Q3 ’23: $4,191Q4 ’23: $4,760Q4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.6K$6M+2.89%
Q4 202519.1K$7M+3.32%
Q3 202519.1K$7M+3.38%
Q2 202519.1K$7M+3.52%
Q1 202518.3K$6M+3.73%
Q4 202418.5K$6M+3.09%
Q3 202418.4K$5M+2.77%
Q2 202418.4K$5M+2.77%
Q1 202418.3K$5M+2.99%
Q4 202318.3K$4,760+2.95%
Q3 202318.2K$4,191+2.94%
Q2 202318.3K$4,350+2.95%
Q1 202319.1K$4,308+2.90%
Q4 202219.2K$3,995+2.78%
Q3 202219.4K$3M+2.62%
Q2 202219.3K$4M+2.79%
Q1 202219.6K$4M+2.34%
Q4 202119.6K$4M+2.16%
Q3 202119.4K$4M+2.40%
Q2 202119.8K$5M+2.35%
Q1 202119.8K$4M+2.30%
Q4 202019.6K$4M+2.44%
Q3 202019.4K$4M+2.52%
Q2 202019.3K$4M+2.72%
Q1 202018.2K$3M+2.64%
Q4 201918.1K$3M+2.58%
Q3 201919.6K$3M+2.78%
Q2 201919.5K$3M+2.89%
Q1 201919.9K$3M+2.76%
Q4 201819.6K$3M+2.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of V.