SEC 13F Intelligence

Hfr Wealth Management, LLC / V

Hfr Wealth Management, LLC’s Visa Inc Position

Does Hfr Wealth Management, LLC own Visa Inc (V)? Yes45.3K shares worth $14M (+3.36% of its 13F portfolio) as of Q1 2026, down from 46.0K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
45.3K
% of Portfolio
+3.36%
Quarters Held
20
currently held

Position History V

Reported value by quarter
Q2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $10MQ1 ’22: $10MQ1 ’22Q2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9,598Q4 ’22Q1 ’23: $10,378Q2 ’23: $10,927Q3 ’23: $10,411Q3 ’23Q4 ’23: $11,888Q1 ’24: $13MQ2 ’24: $12MQ2 ’24Q3 ’24: $13MQ4 ’24: $15MQ1 ’25: $16MQ1 ’25Q2 ’25: $16MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.3K$14M+3.36%
Q4 202546.0K$16M+3.81%
Q3 202545.9K$16M+3.59%
Q2 202545.9K$16M+3.93%
Q1 202545.8K$16M+3.91%
Q4 202446.3K$15M+3.62%
Q3 202446.4K$13M+3.10%
Q2 202446.0K$12M+3.07%
Q1 202445.8K$13M+3.23%
Q4 202345.7K$11,888+3.22%
Q3 202345.3K$10,411+3.05%
Q2 202346.0K$10,927+3.04%
Q1 202346.0K$10,378+2.95%
Q4 202246.2K$9,598+2.79%
Q3 202245.8K$8M+2.66%
Q2 202247.7K$9M+2.84%
Q1 202247.1K$10M+2.76%
Q4 202146.6K$10M+2.53%
Q3 202145.7K$10M+2.97%
Q2 202144.5K$10M+3.13%

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